Position in ORCL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,444,357
-$127,889 QoQ
Shares Held
57,621
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#690
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $508,105,264 across 20 Software - Infrastructure names. ORCL ranks #3 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
989,415 | $369,071,583 | |
| 2 | PANW |
Palo Alto Networks Inc
|
377,013 | $128,568,973 | |
| 3 | ORCL |
Oracle Corp
This page
|
57,621 | $8,444,357 | |
| 4 | NTAP |
NetApp, Inc.
|
4,716 | $729,848 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,463 | $378,366 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,773 | $206,855 | |
| 7 | SNPS |
Synopsys Inc
|
454 | $202,515 | |
| 8 | RELY |
Remitly Global, Inc.
|
8,448 | $189,319 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,444,357 | 57,621 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,572,246 | 58,271 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,346,295 | 58,213 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $16,192,393 | 57,575 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $12,704,370 | 58,109 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $8,023,136 | 57,386 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $7,309,663 | 43,865 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,819,067 | 40,018 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,918,821 | 41,918 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,572,436 | 44,363 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,737,286 | 44,933 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,931,105 | 46,555 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $5,819,451 | 48,866 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $3,213,545 | 34,584 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $2,915,992 | 35,674 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $2,183,191 | 35,749 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $2,558,569 | 36,619 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $2,968,600 | 35,883 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $3,291,043 | 37,737 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $3,323,748 | 38,147 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $3,052,806 | 39,219 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $2,829,184 | 40,319 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $4,194,499 | 64,840 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $3,976,557 | 66,609 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $4,200,354 | 75,997 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $11,351,412 | 234,873 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||