Waldron Private Wealth LLC

Position in ORCL — Oracle Corp

CIK 1598180 BRIDGEVILLE, PA

Position in ORCL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,200,830

-$22,536 QoQ

Shares Held

8,194

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,672

of 3,472 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Waldron Private Wealth LLC holds $39,642,490 across 9 Software - Infrastructure names. ORCL ranks #3 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	59,763	$22,292,794
2	PANW	Palo Alto Networks Inc	36,313	$12,383,459
3	ORCL	Oracle Corp This page	8,194	$1,200,830
4	RBRK	Rubrik, Inc.	14,041	$1,127,211
5	PLTR	Palantir Technologies Inc.	8,670	$1,011,528
6	FTNT	Fortinet, Inc.	3,835	$589,132
7	FFIV	F5, Inc.	1,205	$501,231
8	OKTA	Okta, Inc.	3,404	$464,475

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,200,830	8,194	-1.5%	Shares	Sole	2026-07-20
2026-03-31	$1,223,366	8,316	-7.8%	Shares	Sole	2026-04-10
2025-12-31	$1,757,893	9,019	-21.5%	Shares	Sole	2026-01-14
2025-09-30	$3,232,572	11,494	-0.7%	Shares	Sole	2025-10-30
2025-06-30	$2,531,079	11,577	+0.3%	Shares	Sole	2025-07-31
2025-03-31	$1,613,966	11,544	-58.8%	Shares	Sole	2025-05-08
2024-12-31	$4,665,418	27,997	+1.2%	Shares	Sole	2025-01-24
2024-09-30	$4,714,456	27,667	+1.8%	Shares	Sole	2024-10-21
2024-06-30	$3,839,369	27,191	-2.2%	Shares	Sole	2024-07-31
2024-03-31	$3,490,576	27,789	+2.7%	Shares	Sole	2024-05-09
2023-12-31	$2,854,095	27,071	-6.1%	Shares	Sole	2024-08-29
2023-09-30	$3,053,038	28,824	-0.1%	Shares	Sole	2024-08-29
2023-06-30	$3,437,294	28,863	-5.5%	Shares	Sole	2024-08-29
2023-03-31	$2,838,520	30,548	+4.5%	Shares	Sole	2024-08-29
2022-12-31	$1,785	29,229	0.0%	Shares	Sole	2023-02-08
2022-09-30	$1,785,015	29,229	+1.9%	Shares	Sole	2022-11-14
2022-06-30	$2,003,941	28,681	+2.1%	Shares	Sole	2022-08-03
2022-03-31	$2,324,547	28,098	-6.6%	Shares	Sole	2022-05-04
2021-12-31	$2,623,625	30,084	-1.5%	Shares	Sole	2022-02-02
2021-09-30	$2,660,688	30,537	+36.4%	Shares	Sole	2021-11-02
2021-06-30	$1,742,059	22,380	-10.9%	Shares	Sole	2021-08-06
2021-03-31	$1,762,951	25,124	+13.3%	Shares	Sole	2021-05-11
2020-12-31	$1,434,953	22,182	-1.0%	Shares	Sole	2021-02-12
2020-09-30	$1,337,518	22,404	+14.2%	Shares	Sole	2020-11-13
2020-06-30	$1,084,729	19,626	+8.4%	Shares	Sole	2020-08-11
2020-03-31	$874,821	18,101	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.