Position in ORCL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,533,810
-$617,515 QoQ
Shares Held
65,055
-5.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#651
of 3,472 holders
Holding Since
Mar 2021
22 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, 2026Dakota Wealth Management holds $138,856,380 across 10 Software - Infrastructure names. ORCL ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
250,746 | $93,533,272 | |
| 2 | PANW |
Palo Alto Networks Inc
|
56,023 | $19,104,963 | |
| 3 | ORCL |
Oracle Corp
This page
|
65,055 | $9,533,810 | |
| 4 | GEN |
Gen Digital Inc.
|
244,408 | $6,083,315 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
18,020 | $3,437,945 | |
| 6 | FFIV |
F5, Inc.
|
7,140 | $2,969,954 | |
| 7 | NTCT |
Netscout Systems Inc
|
55,746 | $2,427,738 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,323 | $1,278,579 |
All Filings in ORCL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,533,810 | 65,055 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $10,151,325 | 69,005 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $14,587,649 | 74,843 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $29,109,746 | 103,505 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $33,096,428 | 151,381 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $19,735,999 | 141,163 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $22,302,930 | 133,839 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $21,749,685 | 127,639 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $16,637,172 | 117,827 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $14,010,665 | 111,541 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $9,796,450 | 92,919 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $6,317,598 | 59,645 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $7,001,776 | 58,794 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $4,925,595 | 53,009 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $5,106,460 | 62,472 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,178,775 | 68,426 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $4,012,284 | 57,425 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $6,855,006 | 82,860 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $11,530,906 | 132,220 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $11,621,747 | 133,384 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $10,282,429 | 132,097 | Shares | Other | 2021-08-02 | |
| 2021-03-31 | $8,365,807 | 119,222 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||