Position in ORCL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,433,844
-$400,470 QoQ
Shares Held
9,784
-21.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,543
of 3,471 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $21,854,938 across 9 Software - Infrastructure names. ORCL ranks #2 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
45,887 | $17,116,768 | |
| 2 | ORCL |
Oracle Corp
This page
|
9,784 | $1,433,844 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
8,580 | $1,001,028 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,877 | $981,114 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,305 | $354,093 | |
| 6 | AKAM |
Akamai Technologies Inc
|
2,883 | $340,799 | |
| 7 | NET |
Cloudflare, Inc.
|
971 | $238,166 | |
| 8 | SNPS |
Synopsys Inc
|
481 | $214,559 |
All Filings in ORCL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,433,844 | 9,784 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $1,834,314 | 12,469 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $2,266,997 | 11,631 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $3,338,880 | 11,872 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $2,497,628 | 11,424 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $1,499,321 | 10,724 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $1,691,728 | 10,152 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $1,695,138 | 9,948 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $1,208,954 | 8,562 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $976,616 | 7,775 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $405,588 | 3,847 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $347,522 | 3,281 | Shares | Sole | 2023-12-20 | |
| 2023-06-30 | $380,134 | 3,192 | Shares | Sole | 2023-12-20 | |
| 2023-03-31 | $315,556 | 3,396 | Shares | Sole | 2023-12-20 | |
| 2022-12-31 | $285,844 | 3,497 | Shares | Sole | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||