Position in ORCL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,660,851
-$257,757 QoQ
Shares Held
11,333
-13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,438
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, 2026WEALTH ALLIANCE, LLC holds $23,414,851 across 7 Software - Infrastructure names. ORCL ranks #3 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
44,670 | $16,662,803 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,678 | $2,959,371 | |
| 3 | ORCL |
Oracle Corp
This page
|
11,333 | $1,660,851 | |
| 4 | SNPS |
Synopsys Inc
|
1,330 | $593,273 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,957 | $578,333 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,020 | $576,170 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,500 | $384,050 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,660,851 | 11,333 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,918,608 | 13,042 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,466,001 | 12,652 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,257,321 | 11,582 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,446,032 | 11,188 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,547,198 | 18,219 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $2,746,727 | 16,483 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $2,415,249 | 14,174 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $1,774,742 | 12,569 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,650,012 | 13,136 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,337,906 | 12,690 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,308,535 | 12,354 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,855,898 | 15,584 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,583,542 | 17,042 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,249,313 | 15,284 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $982,554 | 16,089 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $986,912 | 14,125 | Shares | Sole | 2022-10-11 | |
| 2022-03-31 | $1,188,001 | 14,360 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $1,104,339 | 12,663 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,133,996 | 13,015 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,037,685 | 13,331 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,009,465 | 14,386 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $621,476 | 9,607 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $555,269 | 9,301 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $494,500 | 8,947 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $388,476 | 8,038 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||