Position in ORCL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,686,669
+$56,235 QoQ
Shares Held
31,980
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#912
of 3,472 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Bell & Brown Wealth Advisors, LLC holds $11,581,620 across 4 Software - Infrastructure names. ORCL ranks #2 (40.5% of the industry book) .
All Filings in ORCL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,686,669 | 31,980 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,630,434 | 31,476 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,992,507 | 30,745 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $8,438,043 | 30,003 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,656,408 | 30,446 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,320,688 | 30,904 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,947,041 | 29,687 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $5,179,137 | 30,394 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,347,124 | 30,787 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,827,713 | 30,473 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,240,812 | 30,739 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $3,682,024 | 30,918 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,927,816 | 31,509 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,585,599 | 31,632 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,933,170 | 31,655 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,206,005 | 31,573 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,597,722 | 31,400 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,814,179 | 32,269 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,827,194 | 32,448 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $1,733,568 | 29,038 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,253,302 | 22,676 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $1,104,340 | 22,850 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||