Destination Wealth Management

Position in ORCL — Oracle Corp

CIK 1278573 WALNUT CREEK, CA

Position in ORCL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,979,450

-$160,853 QoQ

Shares Held

13,507

-7.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,330

of 3,472 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 66% Shared 0% None 34%

Technology · as of Jun 30, 2026

Destination Wealth Management holds $89,540,559 across 6 Software - Infrastructure names. ORCL ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	203,992	$76,093,095
2	SNPS	Synopsys Inc	17,868	$7,970,378
3	PLTR	Palantir Technologies Inc.	24,785	$2,891,665
4	ORCL	Oracle Corp This page	13,507	$1,979,450
5	PANW	Palo Alto Networks Inc	1,118	$381,260
6	NTAP	NetApp, Inc.	1,452	$224,711

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,979,450	13,507	-7.2%	Shares	Sole	2026-08-14
2026-03-31	$2,140,303	14,549	+6.1%	Shares	Sole	2026-05-15
2025-12-31	$2,673,190	13,715	+117.3%	Shares	Sole	2026-02-13
2025-09-30	$1,775,186	6,312	+11.0%	Shares	Sole	2025-11-14
2025-06-30	$1,243,348	5,687	-3.8%	Shares	Sole	2025-08-14
2025-03-31	$826,836	5,914	-9.5%	Shares	Sole	2025-05-15
2024-12-31	$1,089,159	6,536	+4.7%	Shares	Sole	2025-02-07
2024-09-30	$1,063,466	6,241	+27.2%	Shares	Sole	2024-11-25
2024-06-30	$692,727	4,906	-0.4%	Shares	Sole	2024-07-25
2024-03-31	$619,006	4,928	+1.4%	Shares	Sole	2024-05-14
2023-12-31	$512,495	4,861	+16.5%	Shares	Sole	2024-02-14
2023-09-30	$441,792	4,171	-1.7%	Shares	Sole	2023-11-14
2023-06-30	$505,537	4,245	-1.2%	Shares	Sole	2023-08-11
2023-03-31	$399,091	4,295	-1.6%	Shares	Sole	2023-05-05
2022-12-31	$356,713	4,364	-2.4%	Shares	Sole	2023-02-13
2022-09-30	$273,166	4,473	-14.2%	Shares	Sole	2022-11-14
2022-06-30	$364,372	5,215	+1.9%	Shares	Sole	2022-07-29
2022-03-31	$423,412	5,118	+29.4%	Shares	Sole	2022-05-12
2021-12-31	$345,002	3,956	+7.0%	Shares	Sole	2022-02-04
2021-09-30	$322,032	3,696	-11.1%	Shares	Sole	2021-10-25
2021-06-30	$323,658	4,158	+23.5%	Shares	Sole	2021-08-13
2021-03-31	$236,332	3,368	-0.4%	Shares	Sole	2021-05-05
2020-12-31	$218,716	3,381	-26.6%	Shares	Sole	2021-02-11
2020-06-30	$254,573	4,606	-60.1%	Shares	Sole	2020-08-14
2020-03-31	$557,776	11,541	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.