Position in ORCL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,626,705
-$33,284 QoQ
Shares Held
11,100
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,450
of 3,481 holders
Holding Since
Dec 2022
15 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, 2026Connecticut Wealth Management, LLC holds $20,196,456 across 5 Software - Infrastructure names. ORCL ranks #2 (8.1% of the industry book) .
All Filings in ORCL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,626,705 | 11,100 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,659,989 | 11,284 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,441,442 | 12,526 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,538,280 | 12,581 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,748,616 | 12,572 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,757,551 | 12,571 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,951,021 | 11,708 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,020,944 | 11,860 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,713,603 | 12,136 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,467,376 | 11,682 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,231,316 | 11,679 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $483,948 | 4,569 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $333,928 | 2,804 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $260,547 | 2,804 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $229,117 | 2,803 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||