Position in ORCL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$8,134,741
-$3,653,805 QoQ
Shares Held
55,297
-8.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Meridian Wealth Management, LLC holds $104,150,312 across 12 Software - Infrastructure names. ORCL ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
169,280 | $62,662,377 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
130,559 | $19,098,170 | |
| 3 | ORCL |
Oracle Corp
This page
|
55,297 | $8,134,741 | |
| 4 | PANW |
Palo Alto Networks Inc
|
38,597 | $6,187,871 | |
| 5 | NET |
Cloudflare, Inc.
|
17,282 | $3,565,967 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
13,674 | $1,334,616 | |
| 7 | TWLO |
Twilio Inc
|
7,735 | $973,217 | |
| 8 | CRWV |
CoreWeave, Inc.
|
12,109 | $938,084 |
All Filings in ORCL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,134,741 | 55,297 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,788,546 | 60,482 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $14,262,242 | 50,712 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,398,480 | 47,562 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,661,107 | 47,644 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,911,893 | 41,478 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,182,452 | 36,282 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,749,566 | 26,555 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $2,563,003 | 24,310 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,123,801 | 20,051 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,324,279 | 19,517 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,572,763 | 16,926 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,403,966 | 17,176 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $748,229 | 12,252 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,387,897 | 19,864 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,451,663 | 17,547 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,556,349 | 17,846 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $964,441 | 11,069 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $888,543 | 11,415 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,134,368 | 16,166 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $450,889 | 6,970 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $280,888 | 4,705 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||