Position in ORCL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$569,346
-$2,176 QoQ
Shares Held
3,885
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,258
of 3,472 holders
Holding Since
Jun 2020
25 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, 2026WENDELL DAVID ASSOCIATES INC holds $53,735,142 across 4 Software - Infrastructure names. ORCL ranks #4 (1.1% of the industry book) .
All Filings in ORCL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,346 | 3,885 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $571,522 | 3,885 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $757,225 | 3,885 | Shares | Other | 2026-01-30 | |
| 2025-09-30 | $1,240,549 | 4,411 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $964,376 | 4,411 | Shares | Other | 2025-07-29 | |
| 2025-03-31 | $616,701 | 4,411 | Shares | Other | 2025-04-18 | |
| 2024-12-31 | $735,049 | 4,411 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $751,634 | 4,411 | Shares | Other | 2024-10-21 | |
| 2024-06-30 | $622,833 | 4,411 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $554,065 | 4,411 | Shares | Other | 2024-04-22 | |
| 2023-12-31 | $495,837 | 4,703 | Shares | Other | 2024-01-22 | |
| 2023-09-30 | $498,141 | 4,703 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $440,990 | 3,703 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $344,082 | 3,703 | Shares | Other | 2023-04-19 | |
| 2022-12-31 | $302,683 | 3,703 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $226,142 | 3,703 | Shares | Other | 2022-10-18 | |
| 2022-06-30 | $280,388 | 4,013 | Shares | Other | 2022-07-14 | |
| 2022-03-31 | $340,351 | 4,114 | Shares | Other | 2022-04-22 | |
| 2021-12-31 | $358,781 | 4,114 | Shares | Other | 2022-01-24 | |
| 2021-09-30 | $364,900 | 4,188 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $325,993 | 4,188 | Shares | Other | 2021-07-19 | |
| 2021-03-31 | $286,854 | 4,088 | Shares | Other | 2021-04-20 | |
| 2020-12-31 | $242,846 | 3,754 | Shares | Other | 2021-01-22 | |
| 2020-09-30 | $224,113 | 3,754 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $207,483 | 3,754 | Shares | Other | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||