Position in ORCL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,818,832
-$49,612 QoQ
Shares Held
12,411
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#1,381
of 3,472 holders
Holding Since
Jun 2023
13 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, 2026Marion Wealth Management holds $9,675,848 across 5 Software - Infrastructure names. ORCL ranks #2 (18.8% of the industry book) .
All Filings in ORCL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,818,832 | 12,411 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,868,444 | 12,701 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,464,247 | 12,643 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,500,594 | 12,447 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,022,997 | 13,827 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,911,901 | 13,675 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,271,636 | 13,632 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,316,928 | 13,597 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,855,932 | 13,144 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $2,096,179 | 16,688 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $1,759,415 | 16,688 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,768,546 | 16,697 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,988,445 | 16,697 | Shares | Sole | 2023-07-24 | |
| No filing history on record for this holder in this stock. | ||||||