Position in ORCL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$119,437
-$229,213 QoQ
Shares Held
815
-65.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#3,253
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, 2026Aberdeen Wealth Management LLC holds $4,194,627 across 14 Software - Infrastructure names. ORCL ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,983 | $2,231,768 | |
| 2 | SNPS |
Synopsys Inc
|
1,900 | $847,533 | |
| 3 | CHKP |
Check Point Software Technologies Ltd
|
3,055 | $401,515 | |
| 4 | PANW |
Palo Alto Networks Inc
|
685 | $233,596 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
1,735 | $202,419 | |
| 6 | ORCL |
Oracle Corp
This page
|
815 | $119,437 | |
| 7 | FTNT |
Fortinet, Inc.
|
575 | $88,330 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
132 | $25,182 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,437 | 815 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $348,650 | 2,370 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $461,936 | 2,370 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $680,600 | 2,420 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $561,879 | 2,570 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $359,311 | 2,570 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $428,264 | 2,570 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $565,728 | 3,320 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $514,674 | 3,645 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $494,275 | 3,935 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $430,681 | 4,085 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $432,683 | 4,085 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $522,805 | 4,390 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $427,432 | 4,600 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $376,004 | 4,600 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $280,922 | 4,600 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $321,402 | 4,600 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $380,558 | 4,600 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $401,166 | 4,600 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $400,798 | 4,600 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $430,455 | 5,530 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $387,969 | 5,529 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $397,455 | 6,144 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $329,961 | 5,527 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $367,932 | 6,657 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $293,024 | 6,063 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||