Position in ORCL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$812,473
-$5,458 QoQ
Shares Held
5,544
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,978
of 3,472 holders
Holding Since
Jun 2022
17 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, 2026Quantum Financial Advisors, LLC holds $7,923,125 across 4 Software - Infrastructure names. ORCL ranks #2 (10.3% of the industry book) .
All Filings in ORCL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $812,473 | 5,544 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $817,931 | 5,560 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,080,970 | 5,546 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,143,521 | 4,066 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $888,949 | 4,066 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $554,486 | 3,966 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $660,894 | 3,966 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $675,806 | 3,966 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $586,968 | 4,157 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $522,160 | 4,157 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $438,483 | 4,159 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $520,279 | 4,912 | Shares | Sole | 2023-11-29 | |
| 2023-06-30 | $458,734 | 3,852 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $357,927 | 3,852 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $314,862 | 3,852 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $232,982 | 3,815 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $266,554 | 3,815 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||