Position in ORCL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,707,014
-$16,968 QoQ
Shares Held
11,648
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,422
of 3,472 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $51,948,753 across 43 Software - Infrastructure names. ORCL ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
107,255 | $40,008,260 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,860 | $2,339,397 | |
| 3 | MDB |
MongoDB, Inc.
|
6,078 | $2,041,600 | |
| 4 | ORCL |
Oracle Corp
This page
|
11,648 | $1,707,014 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
8,884 | $1,036,496 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,098 | $629,534 | |
| 7 | IOT |
Samsara Inc.
|
17,675 | $573,200 | |
| 8 | NET |
Cloudflare, Inc.
|
2,231 | $547,219 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,707,014 | 11,648 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,723,982 | 11,719 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,174,805 | 11,158 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $3,548,967 | 12,619 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $3,303,280 | 15,109 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,206,341 | 15,781 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $3,080,173 | 18,484 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $3,536,652 | 20,755 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $3,102,446 | 21,972 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,695,841 | 21,462 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $2,060,207 | 19,541 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,378,972 | 13,019 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $1,687,028 | 14,166 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $1,364,065 | 14,680 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $871,920 | 10,667 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $761,420 | 12,468 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $859,820 | 12,306 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $1,044,714 | 12,628 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $1,007,013 | 11,547 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $1,527,214 | 17,528 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $1,774,596 | 22,798 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $1,710,884 | 24,382 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $1,646,554 | 25,453 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,835,954 | 30,753 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $2,197,535 | 39,760 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $2,425,779 | 50,192 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||