Position in ORCL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$66,826
+$11,660 QoQ
Shares Held
456
+21.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,310
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $10,503,295 across 16 Software - Infrastructure names. ORCL ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
15,734 | $5,365,608 | |
| 2 | MSFT |
Microsoft Corp
|
12,458 | $4,647,083 | |
| 3 | FTNT |
Fortinet, Inc.
|
1,518 | $233,195 | |
| 4 | AKAM |
Akamai Technologies Inc
|
586 | $69,271 | |
| 5 | ORCL |
Oracle Corp
This page
|
456 | $66,826 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
497 | $65,320 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
222 | $25,900 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
56 | $10,683 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,826 | 456 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $55,166 | 375 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $541,459 | 2,778 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $365,330 | 1,299 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $268,914 | 1,230 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $202,444 | 1,448 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $209,799 | 1,259 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $209,592 | 1,230 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $165,062 | 1,169 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $146,838 | 1,169 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $39,114 | 371 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $16,417 | 155 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $18,458 | 155 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $14,402 | 155 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $12,669 | 155 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $9,465 | 155 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $10,829 | 155 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $655,138 | 7,919 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $828,495 | 9,500 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $772,058 | 8,861 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $671,603 | 8,628 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $601,567 | 8,573 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $541,325 | 8,368 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $464,107 | 7,774 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $455,480 | 8,241 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $354,403 | 7,333 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||