Position in ORCL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$30,330,992
-$13,222,427 QoQ
Shares Held
206,179
-7.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 39.305461247453685.ToString("F0")%
Shared 0.ToString("F0")%
None 60.69453875254632.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026NewEdge Wealth, LLC holds $400,353,006 across 21 Software - Infrastructure names. ORCL ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
768,837 | $284,600,392 | |
| 2 | FTNT |
Fortinet, Inc.
|
402,789 | $32,915,917 | |
| 3 | ORCL |
Oracle Corp
This page
|
206,179 | $30,330,992 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
71,134 | $10,405,481 | |
| 5 | PANW |
Palo Alto Networks Inc
|
55,972 | $8,973,431 | |
| 6 | S |
SentinelOne, Inc.
|
388,868 | $5,008,619 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
|
34,872 | $4,981,465 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
50,464 | $4,925,412 |
All Filings in ORCL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,330,992 | 206,179 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $43,553,419 | 223,454 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $59,012,870 | 209,831 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $26,105,952 | 119,407 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,523,054 | 39,504 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $19,973,303 | 119,859 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,211,002 | 30,581 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,761,307 | 19,556 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,377,294 | 18,926 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,098,373 | 19,903 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,886,223 | 17,808 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,344,048 | 19,683 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $485,785 | 5,228 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $652,939 | 7,988 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $275,975 | 4,519 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $329,017 | 4,709 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||