Position in ORCL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$992,876
-$30,126 QoQ
Shares Held
6,775
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,821
of 3,472 holders
Holding Since
Mar 2021
22 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, 2026Wealth Dimensions Group, Ltd. holds $13,825,960 across 7 Software - Infrastructure names. ORCL ranks #3 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,299 | $6,452,872 | |
| 2 | IOT |
Samsara Inc.
|
160,011 | $5,189,156 | |
| 3 | ORCL |
Oracle Corp
This page
|
6,775 | $992,876 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,301 | $443,667 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,609 | $304,392 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,840 | $230,849 | |
| 7 | ZS |
Zscaler, Inc.
|
1,503 | $212,148 |
All Filings in ORCL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $992,876 | 6,775 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,023,002 | 6,954 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,329,201 | 7,063 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,334,765 | 4,746 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,037,836 | 4,747 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $665,215 | 4,758 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $802,371 | 4,815 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $824,906 | 4,841 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $717,154 | 5,079 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $593,130 | 4,722 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $504,904 | 4,789 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $591,775 | 5,587 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $657,376 | 5,520 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $438,768 | 4,722 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $267,453 | 3,272 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $202,324 | 3,313 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $231,479 | 3,313 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $274,084 | 3,313 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $292,240 | 3,351 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $239,694 | 2,751 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $214,137 | 2,751 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $203,633 | 2,902 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||