Position in ORCL
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,745,754
-$461,991 QoQ
Shares Held
11,867
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Abundance Wealth Counselors holds $12,363,028 across 8 Software - Infrastructure names. ORCL ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,121 | $9,299,040 | |
| 2 | ORCL |
Oracle Corp
This page
|
11,867 | $1,745,754 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,608 | $381,498 | |
| 4 | FTNT |
Fortinet, Inc.
|
3,962 | $323,774 | |
| 5 | VRSN |
Verisign Inc/Ca
|
1,209 | $300,267 | |
| 6 | NTNX |
Nutanix, Inc.
|
5,481 | $208,332 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
741 | $72,323 | |
| 8 | BTQ |
BTQ Technologies Corp.
|
12,000 | $32,040 |
All Filings in ORCL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,745,754 | 11,867 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,207,745 | 11,327 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,255,353 | 11,575 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,592,733 | 11,859 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,663,039 | 11,895 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,907,694 | 11,448 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,882,579 | 11,048 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,838,565 | 13,021 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,823,857 | 14,520 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,514,185 | 14,362 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,533,933 | 14,482 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,710,251 | 14,361 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,378,932 | 14,840 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,614,691 | 19,754 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $861,209 | 14,102 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $987,961 | 14,140 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,344,114 | 16,247 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,582,687 | 18,148 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,632,293 | 18,734 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,452,727 | 18,663 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,190,153 | 16,961 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,013,368 | 15,665 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $797,711 | 13,362 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $615,265 | 11,132 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||