MinichMacGregor Wealth Management, LLC
Position in ORCL — Oracle Corp
CIK 1744318
Saratoga Springs, NY
Position in ORCL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$330,177
+$99,209 QoQ
Shares Held
2,253
+90.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,750
of 3,472 holders
Holding Since
Mar 2020
8 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, 2026MinichMacGregor Wealth Management, LLC holds $16,338,827 across 4 Software - Infrastructure names. ORCL ranks #2 (2.0% of the industry book) .
All Filings in ORCL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,177 | 2,253 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $230,968 | 1,185 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $567,823 | 2,019 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $238,525 | 1,091 | Shares | Sole | 2025-07-16 | |
| 2024-12-31 | $336,946 | 2,022 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $334,154 | 1,961 | Shares | Sole | 2024-10-30 | |
| 2022-12-31 | $87,216 | 1,067 | Shares | Sole | 2023-01-09 | |
| 2020-03-31 | $1,094,626 | 22,649 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||