Position in ORCL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,227,631
-$1,289,724 QoQ
Shares Held
233,556
-3.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#336
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, 2026Steward Partners Investment Advisory, LLC holds $635,352,526 across 80 Software - Infrastructure names. ORCL ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
999,760 | $372,930,475 | |
| 2 | PANW |
Palo Alto Networks Inc
|
222,654 | $75,929,467 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
319,916 | $61,035,174 | |
| 4 | ORCL |
Oracle Corp
This page
|
233,556 | $34,227,631 | |
| 5 | CRWV |
CoreWeave, Inc.
|
305,710 | $30,430,373 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
207,382 | $24,195,257 | |
| 7 | SNPS |
Synopsys Inc
|
20,602 | $9,189,934 | |
| 8 | FTNT |
Fortinet, Inc.
|
52,532 | $8,069,965 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,227,631 | 233,556 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $35,517,355 | 241,434 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $49,294,883 | 252,911 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $67,348,824 | 239,471 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $56,448,298 | 258,191 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $31,801,602 | 227,463 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $36,728,455 | 220,406 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $38,184,084 | 224,085 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $28,032,012 | 198,527 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $24,145,633 | 192,227 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,847,077 | 150,309 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $13,315,838 | 125,716 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,167,303 | 118,963 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,855,931 | 106,069 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,503,166 | 104,027 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $5,047,924 | 82,658 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,044,104 | 86,505 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $7,077,303 | 85,547 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $9,744,060 | 111,731 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $9,380,764 | 107,664 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,759,713 | 99,688 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,008,867 | 85,633 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,711,178 | 72,827 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,448,366 | 74,512 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $3,737,744 | 67,627 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,129,415 | 64,751 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||