Obermeyer Wealth Partners

Position in ORCL — Oracle Corp

CIK 1349654 ASPEN, CO

Position in ORCL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,026,143

+$25,354 QoQ

Shares Held

7,002

+2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,798

of 3,472 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Obermeyer Wealth Partners holds $78,623,463 across 5 Software - Infrastructure names. ORCL ranks #3 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	201,468	$75,151,593
2	PANW	Palo Alto Networks Inc	4,277	$1,458,542
3	ORCL	Oracle Corp This page	7,002	$1,026,143
4	NN	Nextnav Inc.	32,300	$575,909
5	SNPS	Synopsys Inc	922	$411,276

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,026,143	7,002	+2.9%	Shares	Sole	2026-07-29
2026-03-31	$1,000,789	6,803	+0.6%	Shares	Sole	2026-04-21
2025-12-31	$1,317,591	6,760	-33.5%	Shares	Sole	2026-01-29
2025-09-30	$2,858,523	10,164	-4.6%	Shares	Sole	2025-10-27
2025-06-30	$2,329,284	10,654	-1.6%	Shares	Sole	2025-08-05
2025-03-31	$1,513,303	10,824	-93.4%	Shares	Sole	2025-05-06
2024-12-31	$27,502,598	165,042	-6.2%	Shares	Sole	2025-02-14
2024-09-30	$29,970,122	175,881	-5.6%	Shares	Sole	2024-11-05
2024-06-30	$26,309,937	186,331	-0.2%	Shares	Sole	2024-08-01
2024-03-31	$23,442,719	186,631	+10.0%	Shares	Sole	2024-05-07
2023-12-31	$17,880,611	169,597	-1.0%	Shares	Sole	2024-01-31
2023-09-30	$18,139,223	171,254	+3.0%	Shares	Sole	2023-11-08
2023-06-30	$19,800,379	166,264	+3516.8%	Shares	Sole	2023-08-07
2023-03-31	$427,153	4,597	-22.5%	Shares	Sole	2023-05-09
2022-12-31	$484,718	5,930	+22.1%	Shares	Sole	2023-02-08
2022-09-30	$296,678	4,858	0.0%	Shares	Sole	2022-12-09
2022-06-30	$339,428	4,858	+32.8%	Shares	Sole	2022-08-15
2022-03-31	$302,626	3,658	0.0%	Shares	Sole	2022-05-16
2021-12-31	$319,014	3,658	+2.0%	Shares	Sole	2022-01-31
2021-09-30	$312,361	3,585	0.0%	Shares	Sole	2021-10-19
2021-06-30	$279,056	3,585	—	Shares	Sole	2021-07-29
No filing history on record for this holder in this stock.