Fonville Wealth Management LLC

Position in ORCL — Oracle Corp

CIK 2008703 RICHMOND, VA

Position in ORCL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$399,495

+$23,335 QoQ

Shares Held

2,726

+6.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#2,588

of 3,486 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Fonville Wealth Management LLC holds $6,140,587 across 5 Software - Infrastructure names. ORCL ranks #5 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	9,182	$3,425,069
2	PANW	Palo Alto Networks Inc	3,928	$1,339,526
3	APPN	Appian Corp	22,273	$510,051
4	PLTR	Palantir Technologies Inc.	3,998	$466,446
5	ORCL	Oracle Corp This page	2,726	$399,495

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$399,495	2,726	+6.6%	Shares	Sole	2026-07-28
2026-03-31	$376,160	2,557	+7.9%	Shares	Sole	2026-04-20
2025-12-31	$461,936	2,370	+6.8%	Shares	Sole	2026-01-23
2025-09-30	$624,071	2,219	+21.3%	Shares	Sole	2025-10-28
2025-06-30	$399,874	1,829	—	Shares	Sole	2025-08-07
No filing history on record for this holder in this stock.