Position in ORCL
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$2,199,440
+$346,431 QoQ
Shares Held
14,951
+57.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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, 2026Western Wealth Management, LLC holds $61,103,129 across 49 Software - Infrastructure names. ORCL ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
112,983 | $41,822,916 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
56,801 | $8,308,849 | |
| 3 | PANW |
Palo Alto Networks Inc
|
20,454 | $3,279,184 | |
| 4 | ORCL |
Oracle Corp
This page
|
14,951 | $2,199,440 | |
| 5 | NET |
Cloudflare, Inc.
|
7,228 | $1,491,425 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
9,935 | $969,680 | |
| 7 | FFIV |
F5, Inc.
|
2,006 | $580,395 | |
| 8 | FTNT |
Fortinet, Inc.
|
6,487 | $530,117 |
All Filings in ORCL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,199,440 | 14,951 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,853,009 | 9,507 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,881,955 | 13,803 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,838,910 | 12,985 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,742,591 | 12,464 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,736,388 | 10,420 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $2,059,113 | 12,084 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $987,270 | 6,992 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $776,144 | 6,179 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $660,729 | 6,267 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $652,784 | 6,163 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $407,049 | 3,418 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $262,127 | 2,821 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $241,459 | 2,954 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $420,589 | 6,887 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $514,103 | 7,358 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $744,570 | 9,000 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $834,338 | 9,567 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $385,541 | 4,953 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $244,331 | 3,482 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $285,664 | 4,785 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $258,442 | 4,676 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $229,470 | 4,748 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||