Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$424,995
-$1,624 QoQ
Shares Held
2,900
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#2,519
of 3,472 holders
Holding Since
Dec 2024
7 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, 2026MorganRosel Wealth Management, LLC holds $2,138,254 across 3 Software - Infrastructure names. ORCL ranks #2 (19.9% of the industry book) .
All Filings in ORCL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,995 | 2,900 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $426,619 | 2,900 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $565,239 | 2,900 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $815,596 | 2,900 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $634,027 | 2,900 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $405,449 | 2,900 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $483,256 | 2,900 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||