Position in ORCL
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$2,715,206
-$577,015 QoQ
Shares Held
18,457
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 92%
None 8%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $51,426,491 across 16 Software - Infrastructure names. ORCL ranks #2 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
106,475 | $39,413,845 | |
| 2 | ORCL |
Oracle Corp
This page
|
18,457 | $2,715,206 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
18,289 | $2,675,312 | |
| 4 | PANW |
Palo Alto Networks Inc
|
10,791 | $1,730,011 | |
| 5 | CPAY |
Corpay, Inc.
|
2,974 | $865,400 | |
| 6 | CRWV |
CoreWeave, Inc.
|
10,561 | $818,160 | |
| 7 | FTNT |
Fortinet, Inc.
|
9,786 | $799,708 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
4,552 | $444,281 |
All Filings in ORCL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,715,206 | 18,457 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,292,221 | 16,891 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,051,629 | 17,962 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,880,241 | 17,748 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,687,363 | 12,069 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,222,476 | 13,337 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,294,606 | 13,466 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,295,790 | 9,177 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,157,243 | 9,213 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $595,257 | 5,646 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $505,873 | 4,776 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $598,783 | 5,028 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $601,471 | 6,473 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $491,256 | 6,010 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $372,463 | 6,099 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $477,352 | 5,770 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $520,992 | 5,974 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||