Position in ORCL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$307,022
-$279,358 QoQ
Shares Held
2,095
-47.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,804
of 3,472 holders
Holding Since
Dec 2022
15 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, 2026Beverly Hills Private Wealth, LLC holds $15,942,314 across 3 Software - Infrastructure names. ORCL ranks #3 (1.9% of the industry book) .
All Filings in ORCL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,022 | 2,095 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $586,380 | 3,986 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $773,402 | 3,968 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,271,765 | 4,522 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $972,682 | 4,449 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $640,327 | 4,580 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $792,205 | 4,754 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $787,246 | 4,620 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $624,525 | 4,423 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $563,862 | 4,489 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $457,670 | 4,341 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $465,623 | 4,396 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $527,568 | 4,430 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $387,383 | 4,169 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $298,923 | 3,657 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||