Position in ORCL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$313,323
+$304,678 QoQ
Shares Held
2,138
+2507.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#2,791
of 3,472 holders
Holding Since
Dec 2023
2 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, 2026Able Wealth Management LLC holds $2,282,993 across 5 Software - Infrastructure names. ORCL ranks #2 (13.7% of the industry book) .
All Filings in ORCL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,323 | 2,138 | Shares | Sole | 2026-07-29 | |
| 2023-12-31 | $8,645 | 82 | Shares | Sole | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||