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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Central Valley Advisors's ORCL Position: Q2 2026 in Review

Central Valley Advisors reduced its Oracle (ORCL) stake by 4.8% in Q2 2026, selling an estimated $20.1K and leaving 2,194 shares worth $322K. The position accounts for 0.08% of the portfolio, ranked #150.

Central Valley Advisors first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $581K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Central Valley Advisors held 2,194 shares of Oracle worth $322K as of Q2 2026.
Central Valley Advisors sold 111 Oracle shares in Q2 2026, an estimated $20.1K.
Oracle made up 0.08% of Central Valley Advisors's portfolio in Q2 2026, its #150 holding.
Central Valley Advisors first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
Central Valley Advisors's Oracle position peaked at $581K in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.