Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,177,929
-$649,112 QoQ
Shares Held
55,803
-7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#699
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 2%
None 7%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Evercore Wealth Management, LLC holds $316,369,443 across 10 Software - Infrastructure names. ORCL ranks #2 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
783,550 | $292,279,820 | |
| 2 | ORCL |
Oracle Corp
This page
|
55,803 | $8,177,929 | |
| 3 | NET |
Cloudflare, Inc.
|
21,400 | $5,248,992 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
|
36,175 | $4,754,480 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
31,551 | $3,681,055 | |
| 6 | PANW |
Palo Alto Networks Inc
|
3,209 | $1,094,332 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,600 | $358,344 | |
| 8 | SNPS |
Synopsys Inc
|
646 | $288,161 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,177,929 | 55,803 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $8,827,041 | 60,003 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,953,635 | 61,329 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $17,329,446 | 61,618 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,492,094 | 61,712 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,776,432 | 62,774 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,741,780 | 64,461 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,066,797 | 64,946 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,373,278 | 66,383 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,484,828 | 67,549 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $7,159,645 | 67,909 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,565,971 | 71,431 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,755,377 | 73,519 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $6,907,672 | 74,340 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,552,604 | 80,164 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,039,984 | 82,528 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,804,030 | 83,069 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,063,983 | 85,386 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,571,310 | 86,817 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,655,677 | 87,865 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,081,026 | 90,969 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $6,428,764 | 91,617 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,639,716 | 102,639 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $6,535,596 | 109,474 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $6,302,769 | 114,036 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,377,774 | 111,272 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||