Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,154,568
+$3,180,983 QoQ
Shares Held
48,820
+80.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#750
of 3,472 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $130,349,175 across 13 Software - Infrastructure names. ORCL ranks #2 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
302,807 | $112,953,063 | |
| 2 | ORCL |
Oracle Corp
This page
|
48,820 | $7,154,568 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
28,055 | $3,273,174 | |
| 4 | PANW |
Palo Alto Networks Inc
|
8,789 | $2,997,223 | |
| 5 | NTAP |
NetApp, Inc.
|
6,884 | $1,065,366 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,540 | $675,376 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,838 | $435,971 | |
| 8 | GEN |
Gen Digital Inc.
|
16,220 | $403,714 |
All Filings in ORCL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,154,568 | 48,820 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,973,585 | 27,011 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $4,511,384 | 23,146 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $6,370,365 | 22,651 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,866,483 | 22,259 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $3,161,242 | 22,611 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $2,411,111 | 14,469 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $934,131 | 5,482 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $675,358 | 4,783 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $578,934 | 4,609 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $398,313 | 3,778 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||