Position in ORCL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$99,214
-$1,997 QoQ
Shares Held
677
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#3,276
of 3,472 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Retirement Wealth Solutions LLC holds $1,105,558 across 20 Software - Infrastructure names. ORCL ranks #2 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,438 | $909,422 | |
| 2 | ORCL |
Oracle Corp
This page
|
677 | $99,214 | |
| 3 | PANW |
Palo Alto Networks Inc
|
86 | $29,327 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
143 | $16,683 | |
| 5 | NET |
Cloudflare, Inc.
|
45 | $11,037 | |
| 6 | TWLO |
Twilio Inc
|
32 | $6,602 | |
| 7 | FTNT |
Fortinet, Inc.
|
36 | $5,530 | |
| 8 | OKTA |
Okta, Inc.
|
33 | $4,502 |
All Filings in ORCL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,214 | 677 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $101,211 | 688 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $116,556 | 598 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $195,743 | 696 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $152,166 | 696 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $83,606 | 598 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $109,315 | 656 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||