Position in ORCL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$53,989
-$17,542 QoQ
Shares Held
367
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $3,041,602 across 6 Software - Infrastructure names. ORCL ranks #2 (1.8% of the industry book) .
All Filings in ORCL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,989 | 367 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $71,531 | 367 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $116,152 | 413 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $90,294 | 413 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $69,625 | 498 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $82,986 | 498 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $84,859 | 498 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $70,317 | 498 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $74,737 | 595 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $60,411 | 573 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $38,978 | 368 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $43,825 | 368 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||