Position in ORCL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,877,036
-$2,483,759 QoQ
Shares Held
33,279
-33.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#903
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $22,749,270 across 6 Software - Infrastructure names. ORCL ranks #2 (21.4% of the industry book) .
All Filings in ORCL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,877,036 | 33,279 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,360,795 | 50,036 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,126,382 | 41,693 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,418,280 | 15,710 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,499,377 | 11,432 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,822,982 | 13,039 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,196,314 | 13,180 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,280,292 | 13,382 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,888,972 | 13,378 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,872,719 | 14,909 | Shares | Other | 2024-04-29 | |
| 2023-12-31 | $1,654,090 | 15,689 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,787,717 | 16,878 | Shares | Other | 2023-10-30 | |
| 2023-06-30 | $2,150,288 | 18,056 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $2,180,367 | 23,465 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,809,559 | 22,138 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $1,244,606 | 20,380 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,261,922 | 18,061 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $1,295,717 | 15,662 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,094,136 | 12,546 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $823,727 | 9,454 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $602,792 | 7,744 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $537,011 | 7,653 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $469,843 | 7,263 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $441,302 | 7,392 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $401,536 | 7,265 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $294,426 | 6,092 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||