Position in ORCL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$218,945
-$837 QoQ
Shares Held
1,494
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#3,117
of 3,472 holders
Holding Since
Jun 2020
21 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, 2026CWS Financial Advisors, LLC holds $7,291,839 across 3 Software - Infrastructure names. ORCL ranks #3 (3.0% of the industry book) .
All Filings in ORCL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,945 | 1,494 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $219,782 | 1,494 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $288,466 | 1,480 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $416,235 | 1,480 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $323,353 | 1,479 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $238,515 | 1,706 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $200,967 | 1,206 | Shares | Sole | 2025-02-04 | |
| 2023-12-31 | $381,867 | 3,622 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $474,521 | 4,480 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $563,772 | 4,734 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $580,842 | 6,251 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $464,528 | 5,683 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $368,679 | 6,037 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $420,687 | 6,021 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $495,883 | 5,994 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $522,911 | 5,996 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $442,364 | 5,683 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $398,776 | 5,683 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $367,633 | 5,683 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $339,991 | 5,695 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $314,762 | 5,695 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||