Position in ORCL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,914,236
-$768,167 QoQ
Shares Held
13,062
-28.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#92
of 331 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $47,129,876 across 12 Software - Infrastructure names. ORCL ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
84,993 | $31,704,088 | |
| 2 | PANW |
Palo Alto Networks Inc
|
15,532 | $5,296,722 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
36,199 | $4,223,337 | |
| 4 | ORCL |
Oracle Corp
This page
|
13,062 | $1,914,236 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
5,794 | $1,105,408 | |
| 6 | NET |
Cloudflare, Inc.
|
3,582 | $878,592 | |
| 7 | TOST |
Toast, Inc.
|
28,910 | $804,276 | |
| 8 | FTNT |
Fortinet, Inc.
|
2,423 | $372,221 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,914,236 | 13,062 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,682,403 | 18,234 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $8,294,589 | 42,556 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $11,422,843 | 40,616 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,827,186 | 40,375 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,360,455 | 38,341 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,844,398 | 35,072 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,973,201 | 35,054 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,998,480 | 35,400 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,334,424 | 34,507 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,533,697 | 33,517 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,547,684 | 33,494 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,070,734 | 34,182 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3,270,133 | 35,193 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,853,952 | 34,915 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,037,417 | 33,362 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,380,191 | 34,066 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,736,046 | 33,072 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $2,964,965 | 33,998 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,900,034 | 33,284 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,559,301 | 32,879 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,294,278 | 32,696 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,001,185 | 30,935 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,831,058 | 30,671 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,668,988 | 30,197 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,453,041 | 30,065 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||