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Central Valley Advisors’s Oracle ORCL Stock Holding History

Central Valley Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$217K Sell
1,581
-613
-28% -$86.5K 0.06% 151
2026
Q2 		$322K Sell
2,194
-111
-5% -$20.1K 0.08% 150
2026
Q1 		$339K Buy
2,305
+719
+45% +$117K 0.09% 139
2025
Q4 		$309K Sell
1,586
-480
-23% -$114K 0.09% 121
2025
Q3 		$581K Buy
2,066
+389
+23% +$99.1K 0.18% 92
2025
Q2 		$367K Buy
1,677
+122
+8% +$19.7K 0.12% 101
2025
Q1 		$217K Sell
1,555
-1,435
-48% -$234K 0.08% 120
2024
Q4 		$498K Hold
2,990
– – 0.23% 79
2024
Q3 		$509K Buy
+2,990
New +$433K 0.29% 70
2024
Q2 		– Sell
-3,793
Closed -$476K – 176
2024
Q1 		$476K Sell
3,793
-11
-0.3% -$1.26K 0.25% 82
2023
Q4 		$401K Buy
+3,804
New +$415K 0.24% 93

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Central Valley Advisors's ORCL Position: Q3 2026 in Review

Central Valley Advisors reduced its Oracle (ORCL) stake by 28% in Q3 2026, selling an estimated $86.5K and leaving 1,581 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #151.

Central Valley Advisors first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $581K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Central Valley Advisors held 1,581 shares of Oracle worth $217K as of Q3 2026.
  • Central Valley Advisors sold 613 Oracle shares in Q3 2026, an estimated $86.5K.
  • Oracle made up 0.06% of Central Valley Advisors's portfolio in Q3 2026, its #151 holding.
  • Central Valley Advisors first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Central Valley Advisors's Oracle position peaked at $581K in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.