LIBERTY WEALTH MANAGEMENT LLC

Position in ORCL — Oracle Corp

CIK 1769302 OAKLAND, CA

Position in ORCL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,782,455

-$14,454 QoQ

Shares Held

25,810

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.61%

of 13F equity value

Holder Rank

#996

of 3,472 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

LIBERTY WEALTH MANAGEMENT LLC holds $12,531,300 across 5 Software - Infrastructure names. ORCL ranks #2 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	19,425	$7,245,913
2	ORCL	Oracle Corp This page	25,810	$3,782,455
3	PLTR	Palantir Technologies Inc.	8,402	$980,261
4	SNPS	Synopsys Inc	622	$277,455
5	S	SentinelOne, Inc.	14,450	$245,216

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,782,455	25,810	0.0%	Shares	Sole	2026-08-06
2026-03-31	$3,796,909	25,810	+1.6%	Shares	Sole	2026-05-12
2025-12-31	$4,951,688	25,405	+0.2%	Shares	Sole	2026-02-04
2025-09-30	$7,129,434	25,350	+4.9%	Shares	Sole	2025-10-31
2025-06-30	$5,281,007	24,155	+0.9%	Shares	Sole	2025-08-01
2025-03-31	$3,346,492	23,936	-0.3%	Shares	Sole	2025-05-12
2024-12-31	$4,000,693	24,008	-0.7%	Shares	Sole	2025-02-10
2024-09-30	$4,119,931	24,178	-19.9%	Shares	Sole	2024-11-04
2024-06-30	$3,391	30,184	+31.4%	Shares	Sole	2024-08-07
2024-03-31	$2,884,759	22,966	+0.3%	Shares	Sole	2024-05-03
2023-12-31	$2,415,085	22,907	+1.0%	Shares	Sole	2024-02-09
2023-09-30	$2,401,841	22,676	-4.5%	Shares	Sole	2023-11-13
2023-06-30	$2,828,744	23,753	-34.2%	Shares	Sole	2023-08-10
2023-03-31	$3,356,735	36,125	+56.5%	Shares	Sole	2023-05-03
2022-09-30	$1,409,251	23,076	+1.8%	Shares	Sole	2022-11-15
2022-06-30	$1,584,441	22,677	+0.3%	Shares	Sole	2022-08-15
2022-03-31	$1,869,780	22,601	+0.2%	Shares	Sole	2022-05-09
2021-12-31	$1,966,498	22,549	+0.0%	Shares	Sole	2022-02-15
2021-09-30	$1,964,171	22,543	+0.5%	Shares	Sole	2021-11-15
2021-06-30	$1,745,328	22,422	+122.3%	Shares	Sole	2021-08-13
2021-03-31	$707,734	10,086	0.0%	Shares	Sole	2021-05-17
2020-12-31	$652,463	10,086	-1.8%	Shares	Sole	2021-02-09
2020-09-30	$613,238	10,272	+1.1%	Shares	Sole	2020-11-05
2020-06-30	$561,487	10,159	+0.1%	Shares	Sole	2020-08-04
2020-03-31	$490,356	10,146	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.