CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in ORCL — Oracle Corp
CIK 1766904
RICHMOND, VA
Position in ORCL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$848,226
+$185,500 QoQ
Shares Held
5,788
+28.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,948
of 3,472 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $12,795,960 across 15 Software - Infrastructure names. ORCL ranks #2 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,972 | $10,061,084 | |
| 2 | ORCL |
Oracle Corp
This page
|
5,788 | $848,226 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,419 | $483,903 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,270 | $264,837 | |
| 5 | FTNT |
Fortinet, Inc.
|
1,578 | $242,410 | |
| 6 | SNPS |
Synopsys Inc
|
463 | $206,525 | |
| 7 | TWLO |
Twilio Inc
|
794 | $163,824 | |
| 8 | VRSN |
Verisign Inc/Ca
|
502 | $126,280 |
All Filings in ORCL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $848,226 | 5,788 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $662,726 | 4,505 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $1,014,111 | 5,203 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $1,538,659 | 5,471 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $816,143 | 3,733 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $467,102 | 3,341 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $244,792 | 1,469 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,797,454 | 16,417 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $2,291,108 | 16,226 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $1,303,578 | 10,378 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $1,113,550 | 10,562 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $830,517 | 7,841 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $763,724 | 6,413 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $595,710 | 6,411 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $522,890 | 6,397 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $427,062 | 6,993 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $444,093 | 6,356 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $366,805 | 4,206 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $519,294 | 5,960 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $136,842 | 1,758 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $95,220 | 1,357 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $462,662 | 7,152 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $231,994 | 3,886 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||