Position in ORCL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$641,449
+$161,871 QoQ
Shares Held
4,377
+34.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#2,166
of 3,471 holders
Holding Since
Dec 2021
18 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, 2026Opal Wealth Advisors, LLC holds $4,495,503 across 3 Software - Infrastructure names. ORCL ranks #2 (14.3% of the industry book) .
All Filings in ORCL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,449 | 4,377 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $479,578 | 3,260 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $613,771 | 3,149 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $883,374 | 3,141 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $626,593 | 2,866 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $485,560 | 3,473 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $772,209 | 4,634 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $754,360 | 4,427 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $630,740 | 4,467 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $555,447 | 4,422 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $351,609 | 3,335 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $279,205 | 2,636 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $269,738 | 2,265 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $248,282 | 2,672 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $245,220 | 3,000 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $201,994 | 2,891 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $231,974 | 2,804 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $241,310 | 2,767 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||