Position in ORCL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$5,240,921
+$999,152 QoQ
Shares Held
35,762
+24.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#865
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, 2026Confluence Wealth Services, Inc. holds $39,215,162 across 7 Software - Infrastructure names. ORCL ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
84,272 | $31,435,141 | |
| 2 | ORCL |
Oracle Corp
This page
|
35,762 | $5,240,921 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,397 | $817,424 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
11,956 | $570,256 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,975 | $457,019 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
3,914 | $456,646 | |
| 7 | SNPS |
Synopsys Inc
|
533 | $237,755 |
All Filings in ORCL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,240,921 | 35,762 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,241,769 | 28,834 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,663,528 | 18,796 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,289,280 | 18,807 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,112,648 | 18,811 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,626,750 | 18,788 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,896,363 | 11,380 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,939,152 | 11,380 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,960,562 | 13,885 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $915,194 | 7,286 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $732,000 | 6,943 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $680,853 | 6,428 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $774,680 | 6,505 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $612,528 | 6,592 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $623,022 | 7,622 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $294,662 | 4,825 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $568,532 | 8,137 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $669,533 | 8,093 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $696,110 | 7,982 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||