Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,176,356
+$101,130 QoQ
Shares Held
8,027
+9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,691
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Heritage Wealth Advisors holds $67,191,676 across 12 Software - Infrastructure names. ORCL ranks #2 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
174,468 | $65,080,053 | |
| 2 | ORCL |
Oracle Corp
This page
|
8,027 | $1,176,356 | |
| 3 | FTNT |
Fortinet, Inc.
|
4,057 | $623,236 | |
| 4 | PANW |
Palo Alto Networks Inc
|
231 | $78,775 | |
| 5 | GEN |
Gen Digital Inc.
|
3,005 | $74,794 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
582 | $67,901 | |
| 7 | RBRK |
Rubrik, Inc.
|
620 | $49,773 | |
| 8 | VRSN |
Verisign Inc/Ca
|
84 | $21,131 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,176,356 | 8,027 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,075,226 | 7,309 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,985,353 | 10,186 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,864,710 | 10,186 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,226,965 | 10,186 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,853,461 | 13,257 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,209,146 | 13,257 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,425,132 | 14,232 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,433,321 | 10,151 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $1,275,067 | 10,151 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $1,780,290 | 16,886 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $1,788,565 | 16,886 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $2,010,953 | 16,886 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $1,634,091 | 17,586 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,437,479 | 17,586 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $1,079,106 | 17,670 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $1,242,498 | 17,783 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,177,496 | 14,233 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,520,144 | 40,364 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $3,455,924 | 39,664 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,030,389 | 38,931 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,397,912 | 48,424 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,140,117 | 48,541 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $264,172 | 4,425 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $258,387 | 4,675 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $225,942 | 4,675 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||