Position in ORCL
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$3,259,222
-$1,221,758 QoQ
Shares Held
22,155
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Aaron Wealth Advisors LLC holds $48,356,665 across 17 Software - Infrastructure names. ORCL ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
93,286 | $34,531,678 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
25,296 | $3,700,298 | |
| 3 | ORCL |
Oracle Corp
This page
|
22,155 | $3,259,222 | |
| 4 | TWLO |
Twilio Inc
|
7,240 | $910,936 | |
| 5 | XYZ |
Block, Inc.
|
14,742 | $887,173 | |
| 6 | PANW |
Palo Alto Networks Inc
|
5,277 | $846,008 | |
| 7 | FFIV |
F5, Inc.
|
2,126 | $615,115 | |
| 8 | SNPS |
Synopsys Inc
|
1,503 | $595,909 |
All Filings in ORCL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,259,222 | 22,155 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,480,980 | 22,990 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,544,365 | 19,714 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $3,721,738 | 17,023 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,308,402 | 16,511 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,722,064 | 16,335 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,943,148 | 17,272 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,275,014 | 16,112 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,027,219 | 16,139 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,517,453 | 14,393 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,623,099 | 34,206 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $4,085,739 | 34,308 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,149,244 | 33,892 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,728,235 | 33,377 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,770,541 | 28,992 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,007,784 | 28,736 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $197,018,599 | 2,381,465 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $781,576 | 8,962 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $727,535 | 8,350 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $647,161 | 8,314 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $613,355 | 8,741 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $210,695 | 3,257 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||