Position in ORCL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$101,843,457
-$15,499,570 QoQ
Shares Held
694,940
-12.9% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#170
of 3,481 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Derivatives in ORCL
reported options exposure · as of Jun 30, 2026CallValue
$43,965
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,642,495,814 across 78 Software - Infrastructure names. ORCL ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,702,786 | $1,008,193,233 | |
| 2 | PANW |
Palo Alto Networks Inc
|
339,398 | $115,741,505 | |
| 3 | ORCL |
Oracle Corp
This page
|
694,940 | $101,843,457 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,507,496 | $71,901,906 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
492,831 | $57,498,592 | |
| 6 | FTNT |
Fortinet, Inc.
|
274,918 | $42,232,903 | |
| 7 | VRSN |
Verisign Inc/Ca
|
150,834 | $37,943,801 | |
| 8 | AKAM |
Akamai Technologies Inc
|
145,054 | $17,146,833 |
All Filings in ORCL
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,843,457 | 694,940 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $43,965 | 300 | Call | Sole | 2026-07-15 | |
| 2026-03-31 | $117,343,027 | 797,655 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $178,791,722 | 917,304 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $228,348,880 | 811,936 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $198,657,930 | 908,649 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $80,408,086 | 575,124 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $79,516,775 | 477,177 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $21,199 | 4,800 | Put | Sole | 2024-10-24 | |
| 2024-09-30 | $72,046,312 | 422,807 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,223 | 5,700 | Put | Sole | 2024-07-16 | |
| 2024-06-30 | $58,763,768 | 416,174 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $49,124,061 | 391,084 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $8,778 | 5,700 | Put | Sole | 2024-04-15 | |
| 2023-12-31 | $21,400 | 4,000 | Call | Sole | 2024-01-30 | |
| 2023-12-31 | $38,678,260 | 366,862 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $28,215 | 5,700 | Put | Sole | 2024-01-30 | |
| 2023-09-30 | $170,625 | 27,500 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $37,608,484 | 355,065 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,664,878 | 13,980 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,320,393 | 14,210 | Shares | Sole | 2023-04-25 | |
| 2022-06-30 | $4,724,120 | 67,613 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $6,522,267 | 78,838 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $6,619,587 | 75,904 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $10,647,198 | 122,199 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $11,671,407 | 149,941 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $13,155,120 | 187,475 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $11,822,679 | 182,759 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,509,166 | 58,780 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,882,606 | 52,155 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $2,733,931 | 56,568 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||