Position in ORCL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,432,526
+$224,018 QoQ
Shares Held
9,775
+19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,544
of 3,472 holders
Holding Since
Jun 2020
20 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, 2026Keebeck Wealth Management holds $22,993,644 across 8 Software - Infrastructure names. ORCL ranks #2 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
49,298 | $18,389,139 | |
| 2 | ORCL |
Oracle Corp
This page
|
9,775 | $1,432,526 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,763 | $672,369 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,953 | $666,012 | |
| 5 | RELY |
Remitly Global, Inc.
|
27,828 | $623,625 | |
| 6 | PATH |
UiPath, Inc.
|
42,000 | $456,540 | |
| 7 | NET |
Cloudflare, Inc.
|
1,675 | $410,844 | |
| 8 | ZETA |
Zeta Global Holdings Corp.
|
17,408 | $342,589 |
All Filings in ORCL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,432,526 | 9,775 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $1,208,508 | 8,215 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,398,089 | 7,173 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,850,277 | 6,579 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,382,178 | 6,322 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $854,239 | 6,110 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $958,679 | 5,753 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $967,020 | 5,675 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $555,480 | 3,934 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $489,125 | 3,894 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $426,464 | 4,045 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $398,576 | 3,763 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $442,181 | 3,713 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $345,011 | 3,713 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $294,427 | 3,602 | Shares | Other | 2023-02-14 | |
| 2022-03-31 | $235,118 | 2,842 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $247,850 | 2,842 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $247,623 | 2,842 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $221,221 | 2,842 | Shares | Sole | 2021-08-16 | |
| 2020-06-30 | $139,335 | 2,521 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||