Position in ORCL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,176,414
-$301,653 QoQ
Shares Held
14,851
-11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#423
of 1,485 holders
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)
Derivatives in ORCL
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$38,982
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $43,632,495 across 39 Software - Infrastructure names. ORCL ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
52,648 | $19,638,756 | |
| 2 | FTNT |
Fortinet, Inc.
|
54,346 | $8,348,632 | |
| 3 | PANW |
Palo Alto Networks Inc
|
13,577 | $4,630,028 | |
| 4 | NET |
Cloudflare, Inc.
|
12,422 | $3,046,868 | |
| 5 | ORCL |
Oracle Corp
This page
|
14,851 | $2,176,414 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,047 | $1,562,147 | |
| 7 | FFIV |
F5, Inc.
|
3,558 | $1,479,985 | |
| 8 | XYZ |
Block, Inc.
|
14,237 | $1,082,012 |
All Filings in ORCL
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,176,414 | 14,851 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,478,067 | 16,845 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $38,982 | 200 | Put | Sole | 2026-01-27 | |
| 2025-12-31 | $3,230,048 | 16,572 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,283,937 | 18,788 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,151,127 | 18,987 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,709,517 | 19,380 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,341,298 | 20,051 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,151,718 | 18,496 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,798,584 | 19,820 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,466,101 | 19,633 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,108,916 | 20,003 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,207,902 | 20,845 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,437,057 | 20,464 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,669,029 | 17,962 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,484,480 | 18,161 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,112,634 | 18,219 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,275,476 | 18,255 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,667,340 | 20,154 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,762,514 | 20,210 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,765,863 | 20,267 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,555,710 | 19,986 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,431,327 | 20,398 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,330,673 | 20,570 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,208,208 | 20,238 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,094,567 | 19,804 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $915,901 | 18,951 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||