Position in ORCL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$764,991
-$916,182 QoQ
Shares Held
5,220
-54.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#2,034
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, 2026POTENTIA WEALTH holds $1,701,271 across 2 Software - Infrastructure names. ORCL ranks #2 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,510 | $936,280 | |
| 2 | ORCL |
Oracle Corp
This page
|
5,220 | $764,991 |
All Filings in ORCL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,991 | 5,220 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,681,173 | 11,428 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,209,304 | 11,335 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,187,855 | 11,335 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,478,171 | 11,335 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,584,746 | 11,335 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,977,516 | 11,867 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||