Ironwood Financial, llc

Position in ORCL — Oracle Corp

CIK 1630360 TUCSON, AZ

Position in ORCL

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$616,828

-$2,505 QoQ

Shares Held

4,209

-0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#2,197

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

Ironwood Financial, llc holds $5,602,891 across 3 Software - Infrastructure names. ORCL ranks #2 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	12,714	$4,742,576
2	ORCL	Oracle Corp This page	4,209	$616,828
3	FTNT	Fortinet, Inc.	1,585	$243,487

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$616,828	4,209	-0.0%	Shares	Sole	2026-07-17
2026-03-31	$619,333	4,210	+0.0%	Shares	Sole	2026-04-16
2025-12-31	$820,376	4,209	-1.4%	Shares	Sole	2026-01-15
2025-09-30	$1,200,894	4,270	0.0%	Shares	Sole	2025-10-22
2025-06-30	$933,550	4,270	0.0%	Shares	Sole	2025-07-23
2025-03-31	$596,988	4,270	0.0%	Shares	Sole	2025-04-15
2024-12-31	$711,552	4,270	0.0%	Shares	Sole	2025-01-16
2024-09-30	$727,608	4,270	-4.9%	Shares	Sole	2024-10-16
2024-06-30	$633,705	4,488	0.0%	Shares	Sole	2024-07-19
2024-03-31	$563,737	4,488	+1.2%	Shares	Sole	2024-04-18
2023-12-31	$467,371	4,433	-1.1%	Shares	Sole	2024-01-19
2023-09-30	$474,945	4,484	0.0%	Shares	Sole	2023-10-25
2023-06-30	$533,999	4,484	0.0%	Shares	Sole	2023-07-20
2023-03-31	$416,653	4,484	0.0%	Shares	Sole	2023-04-14
2022-12-31	$366,522	4,484	0.0%	Shares	Sole	2023-02-14
2022-09-30	$273,837	4,484	0.0%	Shares	Sole	2022-10-26
2022-06-30	$313,297	4,484	0.0%	Shares	Sole	2022-07-29
2022-03-31	$370,961	4,484	-15.4%	Shares	Sole	2022-04-20
2021-12-31	$462,038	5,298	-0.7%	Shares	Sole	2022-01-28
2021-09-30	$464,925	5,336	0.0%	Shares	Sole	2021-11-02
2021-06-30	$415,354	5,336	+19.0%	Shares	Sole	2021-07-29
2021-03-31	$314,642	4,484	-3.4%	Shares	Sole	2021-04-28
2020-12-31	$300,420	4,644	+94.4%	Shares	Sole	2021-01-26
2020-09-30	$142,623	2,389	0.0%	Shares	Sole	2020-11-03
2020-06-30	$132,040	2,389	+4.9%	Shares	Sole	2020-07-28
2020-03-31	$110,047	2,277	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.