Position in ORCL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$282,548
-$9,906 QoQ
Shares Held
1,928
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#2,902
of 3,472 holders
Holding Since
Dec 2023
11 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, 2026Endowment Wealth Management, Inc. holds $2,921,389 across 4 Software - Infrastructure names. ORCL ranks #3 (9.7% of the industry book) .
All Filings in ORCL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,548 | 1,928 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $292,454 | 1,988 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $365,066 | 1,873 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $571,760 | 2,033 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $466,119 | 2,132 | Shares | Other | 2025-07-25 | |
| 2025-03-31 | $315,271 | 2,255 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $368,607 | 2,212 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $397,543 | 2,333 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $340,856 | 2,414 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $303,096 | 2,413 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $254,086 | 2,410 | Shares | Other | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||