Position in ORCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$239,755
-$53,435 QoQ
Shares Held
1,636
-17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,025
of 3,472 holders
Holding Since
Jun 2020
16 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, 2026WealthShield Partners, LLC holds $23,909,006 across 6 Software - Infrastructure names. ORCL ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
29,078 | $10,846,675 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
37,000 | $7,059,045 | |
| 3 | PANW |
Palo Alto Networks Inc
|
15,673 | $5,344,806 | |
| 4 | ORCL |
Oracle Corp
This page
|
1,636 | $239,755 | |
| 5 | SNPS |
Synopsys Inc
|
487 | $217,236 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,727 | $201,489 |
All Filings in ORCL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,755 | 1,636 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $293,190 | 1,993 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $501,113 | 2,571 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $527,606 | 1,876 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $409,275 | 1,872 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $262,143 | 1,875 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $245,627 | 1,474 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $247,591 | 1,453 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $205,163 | 1,453 | Shares | Sole | 2024-07-26 | |
| 2022-03-31 | $203,681 | 2,462 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $214,711 | 2,462 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $433,802 | 5,573 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $398,495 | 5,679 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $871,050 | 13,465 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $529,598 | 8,871 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $491,239 | 8,888 | Shares | Other | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||