Schneider Downs Wealth Management Advisors, LP

Position in ORCL — Oracle Corp

CIK 1665359 Pittsburgh, PA

Back to ORCL Full portfolio

Position in ORCL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$545,312

+$3,065 QoQ

Shares Held

3,721

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,299

of 3,472 holders

Holding Since

Mar 2020

26 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, 2026

Schneider Downs Wealth Management Advisors, LP holds $11,442,617 across 3 Software - Infrastructure names. ORCL ranks #3 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	25,438	$9,488,882
2	RELY	Remitly Global, Inc.	62,848	$1,408,423
3	ORCL	Oracle Corp This page	3,721	$545,312

All Filings in ORCL

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$545,312	3,721	+0.9%	Shares	Sole	2026-08-05
2026-03-31	$542,247	3,686	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$719,607	3,692	+0.2%	Shares	Sole	2026-02-12
2025-09-30	$1,036,650	3,686	0.0%	Shares	Sole	2025-11-17
2025-06-30	$805,870	3,686	0.0%	Shares	Sole	2025-07-31
2025-03-31	$515,339	3,686	0.0%	Shares	Sole	2025-05-13
2024-12-31	$614,235	3,686	0.0%	Shares	Sole	2025-02-05
2024-09-30	$628,094	3,686	-8.0%	Shares	Sole	2024-11-06
2024-06-30	$565,506	4,005	+0.6%	Shares	Sole	2024-08-07
2024-03-31	$500,053	3,981	0.0%	Shares	Sole	2024-05-08
2023-12-31	$419,716	3,981	-2.6%	Shares	Sole	2024-02-09
2023-09-30	$432,895	4,087	+0.5%	Shares	Sole	2023-11-06
2023-06-30	$484,100	4,065	+0.2%	Shares	Sole	2023-07-31
2023-03-31	$376,790	4,055	-2.0%	Shares	Sole	2023-05-04
2022-12-31	$338,076	4,136	-35.2%	Shares	Sole	2023-02-01
2022-09-30	$390,054	6,387	-24.4%	Shares	Sole	2022-10-26
2022-06-30	$590,122	8,446	0.0%	Shares	Sole	2022-07-13
2022-03-31	$698,737	8,446	-5.3%	Shares	Sole	2022-05-02
2021-12-31	$777,825	8,919	-1.7%	Shares	Sole	2022-01-31
2021-09-30	$790,181	9,069	+5.0%	Shares	Sole	2021-10-14
2021-06-30	$672,304	8,637	+0.5%	Shares	Sole	2021-07-20
2021-03-31	$603,181	8,596	+37.1%	Shares	Sole	2021-04-26
2020-12-31	$405,735	6,272	-21.3%	Shares	Sole	2021-01-21
2020-09-30	$475,510	7,965	0.0%	Shares	Sole	2020-10-14
2020-06-30	$440,225	7,965	+3.1%	Shares	Sole	2020-07-15
2020-03-31	$373,349	7,725	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.