Position in ORCL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$44,111
+$861 QoQ
Shares Held
301
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,285
of 3,414 holders
Holding Since
Jun 2025
5 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, 2026RMG Wealth Management LLC holds $1,406,393 across 12 Software - Infrastructure names. ORCL ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,887 | $703,888 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
428 | $326,623 | |
| 3 | FTNT |
Fortinet, Inc.
|
1,065 | $163,605 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
1,045 | $121,920 | |
| 5 | ORCL |
Oracle Corp
This page
|
301 | $44,111 | |
| 6 | XYZ |
Block, Inc.
|
400 | $30,400 | |
| 7 | CPAY |
Corpay, Inc.
|
13 | $4,332 | |
| 8 | CRWV |
CoreWeave, Inc.
|
36 | $3,583 |
All Filings in ORCL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,111 | 301 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $43,250 | 294 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $54,574 | 280 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $78,747 | 280 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $61,216 | 280 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||