Position in ORCL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$9,178,719
-$282,807 QoQ
Shares Held
62,632
-2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#664
of 3,472 holders
Holding Since
Mar 2020
25 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, 2026YHB Investment Advisors, Inc. holds $85,973,690 across 5 Software - Infrastructure names. ORCL ranks #4 (10.7% of the industry book) .
All Filings in ORCL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,178,719 | 62,632 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $9,461,526 | 64,316 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $12,785,511 | 65,597 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $18,634,962 | 66,260 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $14,738,066 | 67,411 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $9,563,703 | 68,405 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $11,648,802 | 69,904 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $12,435,962 | 72,981 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $10,415,476 | 73,764 | Shares | Sole | 2024-08-01 | |
| 2023-12-31 | $8,041,356 | 76,272 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $8,859,678 | 83,645 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $10,001,535 | 83,983 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,017,230 | 86,281 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,122,496 | 87,136 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $5,570,316 | 91,212 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,406,450 | 91,691 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $7,689,422 | 92,946 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $8,751,697 | 100,352 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $8,710,908 | 99,976 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $7,852,966 | 100,886 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $7,079,030 | 100,884 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $6,662,552 | 102,992 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $6,152,622 | 103,059 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $6,538,109 | 118,294 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $6,204,508 | 128,378 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||