Position in ORCL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,651,325
+$13,844 QoQ
Shares Held
11,268
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#1,441
of 3,472 holders
Holding Since
Dec 2024
7 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, 20261 NORTH WEALTH SERVICES LLC holds $1,941,293 across 6 Software - Infrastructure names. ORCL ranks #1 (85.1% of the industry book) .
All Filings in ORCL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,651,325 | 11,268 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,637,481 | 11,131 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,291,361 | 11,756 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,344,787 | 11,893 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,935,763 | 13,428 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,847,868 | 13,217 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,253,306 | 13,522 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||