Position in ORCL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$328,711
+$298,565 QoQ
Shares Held
2,243
+548.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,753
of 3,472 holders
Holding Since
Jun 2020
7 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Evolution Wealth Advisors, LLC holds $14,060,749 across 7 Software - Infrastructure names. ORCL ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
56,552 | $6,597,921 | |
| 2 | MSFT |
Microsoft Corp
|
16,012 | $5,972,796 | |
| 3 | CRWV |
CoreWeave, Inc.
|
3,980 | $396,169 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,816 | $346,465 | |
| 5 | ORCL |
Oracle Corp
This page
|
2,243 | $328,711 | |
| 6 | PANW |
Palo Alto Networks Inc
|
909 | $309,987 | |
| 7 | PATH |
UiPath, Inc.
|
10,000 | $108,700 |
All Filings in ORCL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,711 | 2,243 | Shares | Sole | 2026-07-29 | |
| 2021-09-30 | $30,146 | 346 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $26,932 | 346 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $27,225 | 388 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $22,382 | 346 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $20,656 | 346 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $19,123 | 346 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||