Position in ORCL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$233,161
-$37,521 QoQ
Shares Held
1,591
-13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#3,057
of 3,472 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026Waterway Wealth Management, LLC holds $5,378,994 across 4 Software - Infrastructure names. ORCL ranks #4 (4.3% of the industry book) .
All Filings in ORCL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,161 | 1,591 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $270,682 | 1,840 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,604,888 | 8,234 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $559,667 | 1,990 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $435,073 | 1,990 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||