Position in ORCL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$873,291
-$18,636 QoQ
Shares Held
5,959
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,922
of 3,472 holders
Holding Since
Sep 2023
12 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, 2026Alta Wealth Advisors LLC holds $5,957,813 across 5 Software - Infrastructure names. ORCL ranks #2 (14.7% of the industry book) .
All Filings in ORCL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $873,291 | 5,959 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $891,927 | 6,063 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,148,604 | 5,893 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,374,419 | 4,887 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $834,947 | 3,819 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $533,235 | 3,814 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $632,398 | 3,795 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $644,793 | 3,784 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $364,437 | 2,581 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $323,696 | 2,577 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $271,271 | 2,573 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $272,002 | 2,568 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||