Baron Wealth Management LLC

Position in ORCL — Oracle Corp

CIK 1968507 TROY, MI

Position in ORCL

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$229,204

+$20,897 QoQ

Shares Held

1,564

+10.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#3,072

of 3,472 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

Baron Wealth Management LLC holds $5,463,539 across 6 Software - Infrastructure names. ORCL ranks #5 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	10,478	$3,908,503
2	VRSN	Verisign Inc/Ca	2,218	$557,960
3	PANW	Palo Alto Networks Inc	900	$306,918
4	DBX	Dropbox, Inc.	9,592	$263,492
5	ORCL	Oracle Corp This page	1,564	$229,204
6	CRWD	CrowdStrike Holdings, Inc.	4,140	$197,462

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,204	1,564	+10.5%	Shares	Sole	2026-07-07
2026-03-31	$208,307	1,416	+2.8%	Shares	Sole	2026-04-16
2025-12-31	$268,391	1,377	+22.6%	Shares	Sole	2026-01-14
2025-09-30	$315,832	1,123	+4.8%	Shares	Sole	2025-10-20
2025-06-30	$234,371	1,072	-35.7%	Shares	Sole	2025-07-09
2024-12-31	$277,955	1,668	-1.2%	Shares	Sole	2025-01-23
2024-09-30	$287,805	1,689	-11.2%	Shares	Sole	2024-11-07
2024-06-30	$268,421	1,901	+2.3%	Shares	Sole	2024-08-13
2024-03-31	$233,508	1,859	-2.9%	Shares	Sole	2024-05-08
2023-12-31	$201,793	1,914	—	Shares	Sole	2024-01-04
No filing history on record for this holder in this stock.