Position in ORCL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$733,629
+$97,820 QoQ
Shares Held
5,006
+15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,080
of 3,487 holders
Holding Since
Dec 2020
23 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, 20261900 WEALTH MANAGEMENT LLC holds $24,355,901 across 9 Software - Infrastructure names. ORCL ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INFQ |
Infleqtion, Inc.
|
1,074,977 | $14,318,693 | |
| 2 | MSFT |
Microsoft Corp
|
16,780 | $6,259,275 | |
| 3 | SNPS |
Synopsys Inc
|
3,879 | $1,730,305 | |
| 4 | ORCL |
Oracle Corp
This page
|
5,006 | $733,629 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,736 | $592,010 | |
| 6 | AKAM |
Akamai Technologies Inc
|
2,396 | $283,231 | |
| 7 | VRSN |
Verisign Inc/Ca
|
877 | $220,618 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,420 | $218,140 |
All Filings in ORCL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $733,629 | 5,006 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $635,809 | 4,322 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $941,025 | 4,828 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,096,554 | 3,899 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $846,535 | 3,872 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $634,178 | 4,536 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $616,068 | 3,697 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $611,054 | 3,586 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $511,426 | 3,622 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $450,311 | 3,585 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,777,971 | 16,864 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,849,998 | 17,466 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,978,084 | 16,610 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,503,631 | 16,182 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,322,716 | 16,182 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $988,173 | 16,181 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,136,156 | 16,261 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,368,436 | 16,541 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,429,459 | 16,391 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,306,078 | 14,990 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,157,091 | 14,865 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,038,094 | 14,794 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $969,250 | 14,983 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||