Position in ORCL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$970,747
-$85,944 QoQ
Shares Held
6,624
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.09%
of 13F equity value
Holder Rank
#1,847
of 3,471 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, 2026Meritas Wealth Management, LLC holds $11,259,651 across 4 Software - Infrastructure names. ORCL ranks #3 (8.6% 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 | $970,747 | 6,624 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,056,691 | 7,183 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,501,586 | 7,704 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,166,672 | 7,704 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,684,325 | 7,704 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,077,096 | 7,704 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,283,794 | 7,704 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,329,801 | 7,804 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,142,308 | 8,090 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,016,184 | 8,090 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $854,510 | 8,105 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $858,481 | 8,105 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $965,224 | 8,105 | Shares | Sole | 2023-09-05 | |
| 2023-03-31 | $753,116 | 8,105 | Shares | Sole | 2023-09-05 | |
| 2022-12-31 | $581,416 | 7,113 | Shares | Sole | 2023-09-05 | |
| No filing history on record for this holder in this stock. | ||||||