Position in ORCL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,103
+$132 QoQ
Shares Held
28
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,450
of 3,472 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WestEnd Advisors, LLC holds $36,678,072 across 15 Software - Infrastructure names. ORCL ranks #4 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
98,269 | $36,656,302 | |
| 2 | PANW |
Palo Alto Networks Inc
|
15 | $5,115 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
38 | $4,433 | |
| 4 | ORCL |
Oracle Corp
This page
|
28 | $4,103 | |
| 5 | FTNT |
Fortinet, Inc.
|
11 | $1,689 | |
| 6 | XYZ |
Block, Inc.
|
18 | $1,368 | |
| 7 | SNPS |
Synopsys Inc
|
3 | $1,338 | |
| 8 | CPAY |
Corpay, Inc.
|
3 | $999 |
All Filings in ORCL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,103 | 28 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,971 | 27 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $357,854 | 1,836 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $54,190,729 | 192,685 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $53,396,879 | 244,234 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $7,130 | 51 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,666 | 10 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,363 | 8 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,129 | 8 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,130 | 9 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $948 | 9 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $953 | 9 | Shares | Sole | 2023-10-19 | |
| 2023-03-31 | $929 | 10 | Principal | Other | 2023-04-28 | |
| 2022-12-31 | $899 | 11 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $732 | 12 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $978 | 14 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,075 | 13 | Principal | Other | 2022-04-26 | |
| 2021-12-31 | $959 | 11 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $958 | 11 | Principal | Sole | 2021-10-26 | |
| 2021-06-30 | $934 | 12 | Principal | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||