Position in ORCL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$670,759
-$25,218 QoQ
Shares Held
4,577
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,138
of 3,471 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BAR HARBOR WEALTH MANAGEMENT holds $38,636,759 across 5 Software - Infrastructure names. ORCL ranks #5 (1.7% of the industry book) .
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $670,759 | 4,577 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $695,977 | 4,731 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $950,770 | 4,878 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,418,855 | 5,045 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $938,578 | 4,293 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $604,398 | 4,323 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $745,547 | 4,474 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $777,364 | 4,562 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $718,002 | 5,085 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $649,403 | 5,170 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $555,616 | 5,270 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $572,815 | 5,408 | Shares | Defined | 2023-11-28 | |
| 2023-06-30 | $694,771 | 5,834 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $547,670 | 5,894 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $551,663 | 6,749 | Shares | Defined | 2023-06-09 | |
| 2022-09-30 | $442,696 | 7,249 | Shares | Defined | 2022-10-24 | |
| 2022-06-30 | $507,954 | 7,270 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $599,461 | 7,246 | Shares | Defined | 2022-04-14 | |
| 2021-12-31 | $671,168 | 7,696 | Shares | Defined | 2022-01-28 | |
| 2021-09-30 | $699,915 | 8,033 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $675,106 | 8,673 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $659,808 | 9,403 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $666,501 | 10,303 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $636,043 | 10,654 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $608,743 | 11,014 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $608,909 | 12,599 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||