Forvis Mazars Wealth Advisors, LLC

Position in ORCL — Oracle Corp

CIK 1352864 Springfield, MO

Position in ORCL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$7,363,990

-$310,297 QoQ

Shares Held

50,249

-3.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#742

of 3,472 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $37,735,085 across 6 Software - Infrastructure names. ORCL ranks #2 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	74,643	$27,843,331
2	ORCL	Oracle Corp This page	50,249	$7,363,990
3	PANW	Palo Alto Networks Inc	2,652	$904,385
4	CRWD	CrowdStrike Holdings, Inc.	4,252	$811,217
5	NTAP	NetApp, Inc.	2,942	$455,303
6	FTNT	Fortinet, Inc.	2,323	$356,859

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,363,990	50,249	-3.7%	Shares	Sole	2026-08-10
2026-03-31	$7,674,287	52,167	-7.8%	Shares	Sole	2026-05-01
2025-12-31	$11,032,100	56,601	-0.3%	Shares	Sole	2026-02-10
2025-09-30	$15,965,994	56,770	-0.2%	Shares	Sole	2025-10-30
2025-06-30	$12,431,739	56,862	+7.4%	Shares	Sole	2025-07-29
2025-03-31	$7,399,304	52,924	+10.2%	Shares	Sole	2025-05-13
2024-12-31	$8,000,053	48,008	+6.7%	Shares	Sole	2025-02-04
2024-09-30	$7,665,444	44,985	+29.0%	Shares	Sole	2024-11-14
2024-06-30	$4,924,067	34,873	+17.4%	Shares	Sole	2024-08-09
2024-03-31	$3,729,737	29,693	-0.6%	Shares	Sole	2024-04-19
2023-12-31	$3,150,670	29,884	+1.2%	Shares	Sole	2024-01-11
2023-09-30	$3,128,982	29,541	+14.0%	Shares	Sole	2023-10-26
2023-06-30	$3,085,264	25,907	+120.9%	Shares	Sole	2023-08-08
2023-03-31	$1,089,672	11,727	-0.9%	Shares	Sole	2023-04-27
2022-12-31	$967,719	11,839	-2.1%	Shares	Sole	2023-02-03
2022-09-30	$738,397	12,091	-11.6%	Shares	Sole	2022-10-14
2022-06-30	$955,751	13,679	+11.5%	Shares	Sole	2022-07-22
2022-03-31	$1,014,600	12,264	+17.2%	Shares	Sole	2022-05-10
2021-12-31	$912,391	10,462	+8.9%	Shares	Sole	2022-01-14
2021-09-30	$836,709	9,603	-4.4%	Shares	Sole	2021-10-14
2021-06-30	$782,136	10,048	-15.7%	Shares	Sole	2021-07-14
2021-03-31	$836,356	11,919	-31.6%	Shares	Sole	2021-04-23
2020-12-31	$1,127,417	17,428	+7.0%	Shares	Sole	2021-01-22
2020-09-30	$971,975	16,281	-1.8%	Shares	Sole	2020-11-05
2020-06-30	$916,542	16,583	+3.3%	Shares	Sole	2020-07-15
2020-03-31	$775,793	16,052	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.