Position in ORCL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$303,798
+$20,612 QoQ
Shares Held
2,073
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,820
of 3,472 holders
Holding Since
Jun 2023
11 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, 2026Legacy Wealth Management, LLC / MS holds $27,827,405 across 5 Software - Infrastructure names. ORCL ranks #4 (1.1% of the industry book) .
All Filings in ORCL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,798 | 2,073 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $283,186 | 1,925 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $361,363 | 1,854 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $511,575 | 1,819 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $384,570 | 1,759 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $448,790 | 3,210 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $412,267 | 2,474 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $660,981 | 3,879 | Shares | Sole | 2024-12-12 | |
| 2024-06-30 | $242,722 | 1,719 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $215,923 | 1,719 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $204,715 | 1,719 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||