Position in ORCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$369,892
+$3,736 QoQ
Shares Held
2,524
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,642
of 3,472 holders
Holding Since
Mar 2023
12 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, 2026Legacy Capital Wealth Partners, LLC holds $6,766,363 across 6 Software - Infrastructure names. ORCL ranks #5 (5.5% of the industry book) .
All Filings in ORCL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,892 | 2,524 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $366,156 | 2,489 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $578,103 | 2,966 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $745,004 | 2,649 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $517,934 | 2,369 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $363,366 | 2,599 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $517,250 | 3,104 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,196,719 | 7,023 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $551,809 | 3,908 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $372,062 | 3,529 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $273,485 | 2,582 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $292,605 | 3,149 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||