Position in ORCL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,505,125
+$73,103 QoQ
Shares Held
17,094
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,193
of 3,472 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $41,457,265 across 16 Software - Infrastructure names. ORCL ranks #2 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
82,562 | $30,797,277 | |
| 2 | ORCL |
Oracle Corp
This page
|
17,094 | $2,505,125 | |
| 3 | PANW |
Palo Alto Networks Inc
|
7,059 | $2,407,260 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
16,327 | $1,904,871 | |
| 5 | OKTA |
Okta, Inc.
|
5,070 | $691,801 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
12,316 | $587,427 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,425 | $526,148 | |
| 8 | CRWV |
CoreWeave, Inc.
|
3,848 | $383,029 |
All Filings in ORCL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,505,125 | 17,094 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,432,022 | 16,532 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,028,316 | 15,537 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,392,879 | 12,064 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,549,225 | 11,660 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,446,753 | 10,348 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,413,940 | 8,485 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,275,784 | 7,487 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $558,022 | 3,952 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $482,844 | 3,844 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $363,522 | 3,448 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $389,467 | 3,677 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $395,259 | 3,319 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $372,609 | 4,010 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $448,314 | 7,341 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $504,461 | 7,220 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $446,990 | 5,403 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $507,562 | 5,820 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $443,317 | 5,088 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $362,734 | 4,660 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $205,317 | 2,926 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||