Position in ORCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$817,602
+$292,567 QoQ
Shares Held
5,579
+56.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,977
of 3,486 holders
Holding Since
Jun 2021
20 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, 2026Madison Wealth Partners, Inc holds $11,597,588 across 7 Software - Infrastructure names. ORCL ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
23,220 | $8,661,524 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
4,672 | $891,347 | |
| 3 | ORCL |
Oracle Corp
This page
|
5,579 | $817,602 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
4,528 | $528,281 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,149 | $391,831 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,937 | $297,561 | |
| 7 | DVLT |
Datavault AI Inc.
|
26,978 | $9,442 |
All Filings in ORCL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $817,602 | 5,579 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||