Position in ORCL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$636,173
-$141,744 QoQ
Shares Held
4,341
-17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,174
of 3,472 holders
Holding Since
Mar 2024
10 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, 2026NWF Advisory Services Inc. holds $11,722,444 across 5 Software - Infrastructure names. ORCL ranks #3 (5.4% of the industry book) .
All Filings in ORCL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $636,173 | 4,341 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $777,917 | 5,288 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $597,204 | 3,064 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $802,940 | 2,855 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $567,563 | 2,596 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $341,555 | 2,443 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $372,440 | 2,235 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $414,924 | 2,435 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $309,934 | 2,195 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $218,812 | 1,742 | Shares | Sole | 2025-10-06 | |
| No filing history on record for this holder in this stock. | ||||||