Position in ORCL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,970,300
+$179,757 QoQ
Shares Held
40,739
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#813
of 3,472 holders
Holding Since
Jun 2021
21 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, 2026Ascent Wealth Partners, LLC holds $53,540,384 across 6 Software - Infrastructure names. ORCL ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
60,904 | $22,718,410 | |
| 2 | PANW |
Palo Alto Networks Inc
|
42,881 | $14,623,278 | |
| 3 | ORCL |
Oracle Corp
This page
|
40,739 | $5,970,300 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
28,948 | $5,522,844 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
37,646 | $4,392,158 | |
| 6 | MDB |
MongoDB, Inc.
|
933 | $313,394 |
All Filings in ORCL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,970,300 | 40,739 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,790,543 | 39,362 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,462,324 | 38,286 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $10,853,895 | 38,593 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $14,160,883 | 64,771 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,310,087 | 66,591 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,903,755 | 65,433 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $11,272,471 | 66,153 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $9,364,242 | 66,319 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,335,140 | 50,435 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $684,873 | 6,496 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $682,760 | 6,446 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $695,961 | 5,844 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $522,396 | 5,622 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $452,349 | 5,534 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $327,518 | 5,363 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $293,244 | 4,197 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $280,454 | 3,390 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $301,397 | 3,456 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $233,159 | 2,676 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $203,162 | 2,610 | Shares | Sole | 2021-07-30 | |
| No filing history on record for this holder in this stock. | ||||||