Position in ORCL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$551,174
-$14,611 QoQ
Shares Held
3,761
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,287
of 3,472 holders
Holding Since
Jun 2020
24 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, 2026Aries Wealth Management holds $15,230,787 across 7 Software - Infrastructure names. ORCL ranks #2 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,553 | $13,261,980 | |
| 2 | ORCL |
Oracle Corp
This page
|
3,761 | $551,174 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,400 | $477,428 | |
| 4 | SNPS |
Synopsys Inc
|
817 | $364,439 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
2,023 | $265,882 | |
| 6 | TOST |
Toast, Inc.
|
7,710 | $214,492 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
2,000 | $95,392 |
All Filings in ORCL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,174 | 3,761 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $565,785 | 3,846 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,358,132 | 6,968 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,935,212 | 6,881 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,504,393 | 6,881 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $937,565 | 6,706 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $873,693 | 5,243 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $893,407 | 5,243 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $410,609 | 2,908 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $365,273 | 2,908 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $306,590 | 2,908 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $310,345 | 2,930 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $346,313 | 2,908 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $270,211 | 2,908 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $282,166 | 3,452 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $210,813 | 3,452 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $216,247 | 3,095 | Shares | Sole | 2022-07-27 | |
| 2021-12-31 | $269,914 | 3,095 | Shares | Sole | 2022-06-06 | |
| 2021-09-30 | $269,667 | 3,095 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $240,914 | 3,095 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $329,167 | 4,691 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $303,460 | 4,691 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $280,052 | 4,691 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $259,271 | 4,691 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||