Position in ORCL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$12,505,697
-$535,310 QoQ
Shares Held
85,334
-3.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#574
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Williams Jones Wealth Management, LLC. holds $409,990,813 across 9 Software - Infrastructure names. ORCL ranks #3 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
983,325 | $366,799,891 | |
| 2 | FTNT |
Fortinet, Inc.
|
154,491 | $23,732,907 | |
| 3 | ORCL |
Oracle Corp
This page
|
85,334 | $12,505,697 | |
| 4 | WEX |
WEX Inc.
|
18,476 | $2,606,778 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,200 | $1,373,652 | |
| 6 | VHC |
VirnetX Holding Corp
|
99,271 | $1,260,741 | |
| 7 | PANW |
Palo Alto Networks Inc
|
3,230 | $1,101,494 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
4,029 | $470,063 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,505,697 | 85,334 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $13,041,007 | 88,648 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $17,426,903 | 89,410 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,474,437 | 90,579 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,843,514 | 90,763 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,944,029 | 92,583 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,629,665 | 93,793 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,556,327 | 91,293 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,966,960 | 91,834 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $11,560,893 | 92,038 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $11,235,253 | 106,566 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,254,635 | 106,256 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,891,492 | 108,250 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,151,510 | 109,250 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,958,295 | 109,595 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,719,654 | 110,032 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,559,584 | 108,195 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,877,756 | 107,310 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,388,156 | 107,650 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,411,259 | 108,014 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,379,709 | 107,653 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,560,326 | 107,743 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,910,185 | 106,820 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,499,718 | 108,873 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,572,874 | 118,923 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,760,114 | 119,183 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||