Position in ORCL
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$525,035
-$133,176 QoQ
Shares Held
3,569
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 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, 2026Madison Wealth Partners, Inc holds $8,331,365 across 5 Software - Infrastructure names. ORCL ranks #3 (6.3% of the industry book) .
All Filings in ORCL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $525,035 | 3,569 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $658,211 | 3,377 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,041,431 | 3,703 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $809,368 | 3,702 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $510,306 | 3,650 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $521,249 | 3,128 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $530,114 | 3,111 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $439,273 | 3,111 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $387,883 | 3,088 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $325,567 | 3,088 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $345,616 | 3,263 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $377,038 | 3,166 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $292,326 | 3,146 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $269,742 | 3,300 | Shares | Sole | 2023-01-24 | |
| 2022-06-30 | $221,697 | 3,173 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $262,502 | 3,173 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $265,990 | 3,050 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $253,374 | 2,908 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $226,358 | 2,908 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||