Envestnet Portfolio Solutions, Inc.

Position in ORCL — Oracle Corp

CIK 1998033 BERWYN, PA

Position in ORCL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$17,186,065

+$2,024,468 QoQ

Shares Held

117,271

+13.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#471

of 3,473 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $184,049,747 across 18 Software - Infrastructure names. ORCL ranks #2 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	346,475	$129,242,104
2	ORCL	Oracle Corp This page	117,271	$17,186,065
3	PLTR	Palantir Technologies Inc.	110,588	$12,902,301
4	PANW	Palo Alto Networks Inc	24,253	$8,270,758
5	FTNT	Fortinet, Inc.	40,608	$6,238,200
6	MDB	MongoDB, Inc.	7,243	$2,432,923
7	NET	Cloudflare, Inc.	7,229	$1,773,129
8	CRWD	CrowdStrike Holdings, Inc.	24,420	$1,164,742

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,186,065	117,271	+13.8%	Shares	Sole	2026-07-20
2026-03-31	$15,161,597	103,063	-20.8%	Shares	Sole	2026-04-29
2025-12-31	$25,362,858	130,126	+0.6%	Shares	Sole	2026-02-06
2025-09-30	$36,391,893	129,398	+4.5%	Shares	Sole	2025-10-30
2025-06-30	$27,076,232	123,845	+9.8%	Shares	Sole	2025-07-25
2025-03-31	$15,774,203	112,826	-19.4%	Shares	Sole	2025-04-21
2024-12-31	$23,335,099	140,033	-1.9%	Shares	Sole	2025-02-10
2024-09-30	$24,311,990	142,676	+2.2%	Shares	Sole	2024-10-31
2024-06-30	$19,707,425	139,571	+10.6%	Shares	Sole	2024-07-16
2024-03-31	$15,846,831	126,159	+31.1%	Shares	Sole	2024-05-06
2023-12-31	$10,141,944	96,196	+25.2%	Shares	Sole	2024-02-07
2023-09-30	$8,139,316	76,844	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.