Position in ORCL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$418,986
-$3,808 QoQ
Shares Held
2,859
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,539
of 3,481 holders
Holding Since
Sep 2024
8 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, 2026CWC Advisors, LLC. holds $3,943,642 across 3 Software - Infrastructure names. ORCL ranks #3 (10.6% of the industry book) .
All Filings in ORCL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,986 | 2,859 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $422,794 | 2,874 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $545,942 | 2,801 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $807,721 | 2,872 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $700,927 | 3,206 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $364,205 | 2,605 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $432,430 | 2,595 | Shares | Sole | 2025-03-18 | |
| 2024-09-30 | $497,056 | 2,917 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||