W.G. Shaheen & Associates DBA Whitney & Co

Position in ORCL — Oracle Corp

CIK 1577001 ROCHESTER, NY

Position in ORCL

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$1,976,864

-$876,228 QoQ

Shares Held

13,438

-8.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Technology · as of Mar 31, 2026

W.G. Shaheen & Associates DBA Whitney & Co holds $50,513,949 across 4 Software - Infrastructure names. ORCL ranks #2 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	130,159	$48,180,957
2	ORCL	Oracle Corp This page	13,438	$1,976,864
3	PLTR	Palantir Technologies Inc.	2,046	$299,288
4	NUAI	New ERA Energy & Digital, Inc.	14,000	$56,840

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,976,864	13,438	-8.2%	Shares	Sole	2026-05-05
2025-12-31	$2,853,092	14,638	+29.6%	Shares	Sole	2026-01-30
2025-09-30	$3,176,324	11,294	-3.1%	Shares	Sole	2025-11-07
2025-06-30	$2,547,914	11,654	-0.9%	Shares	Sole	2025-08-05
2025-03-31	$1,643,326	11,754	-2.5%	Shares	Sole	2025-05-06
2024-12-31	$2,008,678	12,054	-0.8%	Shares	Sole	2025-02-04
2024-09-30	$2,070,360	12,150	-1.2%	Shares	Sole	2024-11-07
2024-06-30	$1,736,618	12,299	-2.1%	Shares	Sole	2024-07-30
2024-03-31	$1,577,535	12,559	-12.8%	Shares	Sole	2024-05-08
2023-12-31	$1,519,140	14,409	-0.7%	Shares	Sole	2024-02-13
2023-09-30	$1,536,263	14,504	0.0%	Shares	Sole	2023-11-08
2023-06-30	$1,727,281	14,504	0.0%	Shares	Sole	2023-08-14
2023-03-31	$1,347,711	14,504	-0.3%	Shares	Sole	2023-05-03
2022-12-31	$1,189,235	14,549	-4.6%	Shares	Sole	2023-02-03
2022-09-30	$931,256	15,249	+0.7%	Shares	Sole	2022-11-09
2022-06-30	$1,057,901	15,141	0.0%	Shares	Sole	2022-08-05
2022-03-31	$1,252,614	15,141	+3.1%	Shares	Sole	2022-05-13
2021-12-31	$1,281,202	14,691	0.0%	Shares	Sole	2022-02-11
2021-09-30	$1,280,026	14,691	0.0%	Shares	Sole	2021-11-12
2021-06-30	$1,143,547	14,691	-1.3%	Shares	Sole	2021-08-13
2021-03-31	$1,044,901	14,891	-1.0%	Shares	Sole	2021-05-11
2020-12-31	$973,002	15,041	-2.3%	Shares	Sole	2021-02-10
2020-09-30	$919,200	15,397	+0.3%	Shares	Sole	2020-11-13
2020-06-30	$848,505	15,352	-4.8%	Shares	Sole	2020-08-13
2020-03-31	$779,611	16,131	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.