Position in ORCL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,790,841
-$285,028 QoQ
Shares Held
12,220
-13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,389
of 3,472 holders
Holding Since
Dec 2021
19 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, 2026Thrive Wealth Management, LLC holds $12,148,426 across 7 Software - Infrastructure names. ORCL ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
19,809 | $7,389,153 | |
| 2 | ORCL |
Oracle Corp
This page
|
12,220 | $1,790,841 | |
| 3 | FTNT |
Fortinet, Inc.
|
7,090 | $1,089,165 | |
| 4 | VRSN |
Verisign Inc/Ca
|
3,114 | $783,357 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,824 | $562,816 | |
| 6 | PANW |
Palo Alto Networks Inc
|
1,354 | $461,741 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,496 | $71,353 |
All Filings in ORCL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,790,841 | 12,220 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,075,869 | 14,111 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,707,884 | 13,893 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,917,110 | 13,928 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,259,964 | 5,763 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $807,542 | 5,776 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $975,677 | 5,855 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $899,371 | 5,278 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $748,924 | 5,304 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $667,868 | 5,317 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $714,182 | 6,774 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $716,654 | 6,766 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $808,621 | 6,790 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $613,364 | 6,601 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $433,467 | 5,303 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $289,899 | 4,747 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $323,009 | 4,623 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $383,949 | 4,641 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $403,695 | 4,629 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||