Position in ORCL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$14,076,860
-$301,818 QoQ
Shares Held
96,055
-1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#534
of 3,481 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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Modera Wealth Management, LLC holds $173,199,316 across 11 Software - Infrastructure names. ORCL ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
371,417 | $138,545,969 | |
| 2 | FTNT |
Fortinet, Inc.
|
92,578 | $14,221,832 | |
| 3 | ORCL |
Oracle Corp
This page
|
96,055 | $14,076,860 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
20,906 | $2,439,103 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
12,328 | $2,351,997 | |
| 6 | VRSN |
Verisign Inc/Ca
|
1,661 | $417,841 | |
| 7 | PANW |
Palo Alto Networks Inc
|
1,124 | $383,306 | |
| 8 | NET |
Cloudflare, Inc.
|
1,236 | $303,166 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,076,860 | 96,055 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $14,378,678 | 97,741 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $19,462,153 | 99,852 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $28,458,675 | 101,190 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $21,879,834 | 100,077 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $14,032,170 | 100,366 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $16,778,481 | 100,687 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $17,247,717 | 101,219 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $14,164,760 | 100,317 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $12,818,374 | 102,049 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,803,306 | 102,469 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,061,437 | 104,432 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $12,251,502 | 102,876 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,464,047 | 15,756 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,287,895 | 15,756 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,001,975 | 16,407 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $828,658 | 11,860 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,026,596 | 12,409 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,040,851 | 11,935 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $929,677 | 10,670 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $854,527 | 10,978 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $730,610 | 10,412 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $834,306 | 12,897 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $366,140 | 6,133 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $338,970 | 6,133 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $298,147 | 6,169 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||