Wharton Business Group, LLC

Position in ORCL — Oracle Corp

CIK 1513126 MALVERN, PA

Position in ORCL

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

Position Value

$429,098

-$42,830 QoQ

Shares Held

2,928

-8.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,517

of 3,481 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Wharton Business Group, LLC holds $6,448,503 across 3 Software - Infrastructure names. ORCL ranks #3 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	13,443	$5,014,507
2	NN	Nextnav Inc.	56,360	$1,004,898
3	ORCL	Oracle Corp This page	2,928	$429,098

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$429,098	2,928	-8.7%	Shares	Sole	2026-08-10
2026-03-31	$471,928	3,208	+0.2%	Shares	Sole	2026-05-07
2025-12-31	$623,712	3,200	+0.4%	Shares	Sole	2026-02-11
2025-09-30	$896,593	3,188	-12.2%	Shares	Sole	2025-11-10
2025-06-30	$794,282	3,633	-15.7%	Shares	Sole	2025-08-14
2025-03-31	$602,301	4,308	-1.1%	Shares	Sole	2025-05-09
2024-12-31	$726,217	4,358	0.0%	Shares	Sole	2025-02-04
2024-09-30	$742,603	4,358	-2.5%	Shares	Sole	2024-11-07
2024-06-30	$631,022	4,469	+2.5%	Shares	Sole	2024-08-12
2024-03-31	$547,408	4,358	-14.9%	Shares	Sole	2024-05-13
2023-12-31	$540,117	5,123	-12.2%	Shares	Sole	2024-02-07
2023-09-30	$617,831	5,833	0.0%	Shares	Sole	2023-11-06
2023-06-30	$694,651	5,833	-4.0%	Shares	Sole	2023-08-07
2023-03-31	$564,767	6,078	0.0%	Shares	Sole	2023-05-04
2022-12-31	$496,815	6,078	0.0%	Shares	Sole	2023-02-13
2022-09-30	$371,183	6,078	0.0%	Shares	Sole	2022-10-31
2022-06-30	$424,669	6,078	-1.7%	Shares	Sole	2022-08-09
2022-03-31	$511,519	6,183	-2.1%	Shares	Sole	2022-05-18
2021-12-31	$550,556	6,313	0.0%	Shares	Sole	2022-02-10
2021-09-30	$550,051	6,313	-2.5%	Shares	Sole	2021-11-09
2021-06-30	$504,247	6,478	0.0%	Shares	Sole	2021-08-11
2021-03-31	$454,561	6,478	0.0%	Shares	Sole	2021-05-10
2020-12-31	$419,061	6,478	-1.8%	Shares	Sole	2021-02-11
2020-09-30	$393,900	6,598	-3.7%	Shares	Sole	2020-11-06
2020-06-30	$378,765	6,853	-0.2%	Shares	Sole	2020-08-11
2020-03-31	$331,833	6,866	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.