Position in ORCL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$32,674,641
+$986,853 QoQ
Shares Held
222,959
+3.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $423,180,811 across 33 Software - Infrastructure names. ORCL ranks #2 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
779,208 | $290,660,168 | |
| 2 | ORCL |
Oracle Corp
This page
|
222,959 | $32,674,641 | |
| 3 | PANW |
Palo Alto Networks Inc
|
95,488 | $32,563,317 | |
| 4 | FFIV |
F5, Inc.
|
47,670 | $19,828,813 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
74,184 | $14,153,194 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
70,548 | $8,230,835 | |
| 7 | FTNT |
Fortinet, Inc.
|
21,470 | $3,298,221 | |
| 8 | NET |
Cloudflare, Inc.
|
13,130 | $3,220,526 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,674,641 | 222,959 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $31,687,788 | 215,402 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $64,175,286 | 329,256 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $88,377,138 | 314,241 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $63,436,587 | 290,155 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $44,532,840 | 318,524 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $56,119,852 | 336,773 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $58,416,528 | 342,820 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $50,318,879 | 356,366 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $47,455,332 | 377,799 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $42,531,621 | 403,411 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $63,521,706 | 599,714 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $82,273,326 | 690,850 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $69,608,416 | 749,122 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $64,377,197 | 787,585 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $48,789,067 | 798,904 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $57,385,558 | 821,319 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $66,686,171 | 806,070 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $71,298,709 | 817,552 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $72,202,714 | 828,678 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $65,752,926 | 844,719 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $59,229,093 | 844,080 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $56,108,224 | 867,340 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $52,122,040 | 873,066 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $48,902,011 | 884,784 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $37,286,739 | 771,503 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||