Position in ORCL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,335,477
-$122,195 QoQ
Shares Held
22,760
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,048
of 3,472 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Sendero Wealth Management, LLC holds $18,594,449 across 5 Software - Infrastructure names. ORCL ranks #2 (17.9% of the industry book) .
All Filings in ORCL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,335,477 | 22,760 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,457,672 | 23,504 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,617,529 | 18,560 | Shares | Other | 2026-01-13 | |
| 2025-09-30 | $5,269,875 | 18,738 | Shares | Other | 2025-10-08 | |
| 2025-06-30 | $488,200 | 2,233 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $244,946 | 1,752 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $289,953 | 1,740 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $271,106 | 1,591 | Shares | Other | 2024-10-09 | |
| 2024-06-30 | $326,878 | 2,315 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $328,343 | 2,614 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $935,691 | 8,875 | Shares | Other | 2024-01-17 | |
| 2023-09-30 | $3,077,611 | 29,056 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,086,573 | 34,315 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $4,014,794 | 43,207 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $2,532,305 | 30,980 | Shares | Other | 2023-02-01 | |
| 2022-09-30 | $889,912 | 14,572 | Shares | Other | 2022-10-27 | |
| 2022-06-30 | $433,194 | 6,200 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $373,112 | 4,510 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $393,317 | 4,510 | Shares | Other | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||