Position in ORCL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,007,091
-$41,361 QoQ
Shares Held
6,872
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,811
of 3,471 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026United Asset Strategies, Inc. holds $75,847,714 across 6 Software - Infrastructure names. ORCL ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
130,692 | $48,750,729 | |
| 2 | PANW |
Palo Alto Networks Inc
|
65,119 | $22,206,881 | |
| 3 | FTNT |
Fortinet, Inc.
|
13,843 | $2,126,561 | |
| 4 | ORCL |
Oracle Corp
This page
|
6,872 | $1,007,091 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
7,542 | $879,925 | |
| 6 | SNPS |
Synopsys Inc
|
1,965 | $876,527 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,007,091 | 6,872 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,048,452 | 7,127 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,468,841 | 7,536 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,331,479 | 8,290 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,877,594 | 8,588 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,201,387 | 8,593 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,290,973 | 19,749 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,322,970 | 19,501 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,943,476 | 13,764 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,668,477 | 13,283 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,602,536 | 15,200 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,407,994 | 13,293 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,581,872 | 13,283 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,234,256 | 13,283 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $1,085,752 | 13,283 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $819,742 | 13,423 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $928,781 | 13,293 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,112,139 | 13,443 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,175,067 | 13,474 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,206,140 | 13,843 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,089,215 | 13,993 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $987,923 | 14,079 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $930,177 | 14,379 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $849,471 | 14,229 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $792,074 | 14,331 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $692,617 | 14,331 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||