Position in ORCL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,286,122
+$34,069 QoQ
Shares Held
8,776
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,618
of 3,472 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $16,435,763 across 17 Software - Infrastructure names. ORCL ranks #2 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
38,122 | $14,220,268 | |
| 2 | ORCL |
Oracle Corp
This page
|
8,776 | $1,286,122 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,904 | $688,819 | |
| 4 | PANW |
Palo Alto Networks Inc
|
312 | $106,398 | |
| 5 | APPN |
Appian Corp
|
3,014 | $69,020 | |
| 6 | VRSN |
Verisign Inc/Ca
|
119 | $29,935 | |
| 7 | CRWV |
CoreWeave, Inc.
|
146 | $14,532 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
56 | $7,360 |
All Filings in ORCL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,286,122 | 8,776 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,252,053 | 8,511 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,952,608 | 10,018 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,197,609 | 7,814 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $522,307 | 2,389 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $334,984 | 2,396 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $536,747 | 3,221 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $558,571 | 3,278 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $450,145 | 3,188 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $420,416 | 3,347 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $327,676 | 3,108 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $375,380 | 3,544 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $647,254 | 5,435 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $386,640 | 4,161 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $371,508 | 4,545 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $436,955 | 7,155 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $455,971 | 6,526 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $389,741 | 4,711 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $400,206 | 4,589 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $242,482 | 2,783 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $378,769 | 4,866 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $345,236 | 4,920 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $328,042 | 5,071 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||