Private Wealth Partners, LLC

Position in ORCL — Oracle Corp

CIK 1335851 MILL VALLEY, CA

Position in ORCL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$7,150,760

-$1,156,541 QoQ

Shares Held

48,794

-13.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#751

of 3,472 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Technology · as of Jun 30, 2026

Private Wealth Partners, LLC holds $94,854,023 across 4 Software - Infrastructure names. ORCL ranks #3 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	187,537	$69,955,051
2	FTNT	Fortinet, Inc.	90,000	$13,825,800
3	ORCL	Oracle Corp This page	48,794	$7,150,760
4	PANW	Palo Alto Networks Inc	11,502	$3,922,412

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,150,760	48,794	-13.6%	Shares	Sole	2026-08-03
2026-03-31	$8,307,301	56,470	+202.4%	Shares	Sole	2026-04-28
2025-12-31	$3,639,554	18,673	+15.3%	Shares	Sole	2026-01-27
2025-09-30	$4,554,400	16,194	0.0%	Shares	Sole	2025-11-04
2025-06-30	$3,540,494	16,194	0.0%	Shares	Sole	2025-08-01
2025-03-31	$2,264,083	16,194	-34.2%	Shares	Sole	2025-04-22
2024-12-31	$4,100,177	24,605	-1.9%	Shares	Sole	2025-02-03
2024-09-30	$4,272,609	25,074	+7.5%	Shares	Sole	2024-10-29
2024-06-30	$3,293,348	23,324	+28.7%	Shares	Sole	2024-08-08
2024-03-31	$2,276,555	18,124	-8.4%	Shares	Sole	2024-05-09
2023-12-31	$2,086,881	19,794	+8.3%	Shares	Sole	2024-02-02
2023-09-30	$1,935,052	18,269	+17.3%	Shares	Sole	2023-11-07
2023-06-30	$1,854,112	15,569	0.0%	Shares	Sole	2023-08-03
2023-03-31	$1,446,671	15,569	-14.1%	Shares	Sole	2023-05-04
2022-12-31	$1,481,047	18,119	+1.1%	Shares	Sole	2023-01-25
2022-09-30	$1,094,313	17,919	0.0%	Shares	Sole	2022-10-27
2022-06-30	$1,252,000	17,919	0.0%	Shares	Sole	2022-08-02
2022-03-31	$1,482,438	17,919	0.0%	Shares	Sole	2022-05-02
2021-12-31	$1,562,715	17,919	+29.8%	Shares	Sole	2022-02-07
2021-09-30	$1,203,003	13,807	0.0%	Shares	Sole	2021-11-12
2021-06-30	$1,074,736	13,807	0.0%	Shares	Sole	2021-08-12
2021-03-31	$968,837	13,807	-50.3%	Shares	Sole	2021-05-04
2020-12-31	$1,798,834	27,807	0.0%	Shares	Sole	2021-02-03
2020-09-30	$1,660,077	27,807	+75.9%	Shares	Sole	2020-10-29
2020-06-30	$873,652	15,807	0.0%	Shares	Sole	2020-07-31
2020-03-31	$763,952	15,807	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.