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Great Valley Advisor Group’s Oracle ORCL Stock Holding History

Great Valley Advisor Group’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
Q1 		$3.89M Sell
26,416
-2,576
-9% -$419K 0.07% 245
2025
Q4 		$5.65M Buy
28,992
+1,378
+5% +$328K 0.11% 169
2025
Q3 		$7.77M Buy
27,614
+3,314
+14% +$844K 0.16% 134
2025
Q2 		$5.31M Sell
24,300
-3,784
-13% -$611K 0.12% 166
2025
Q1 		$3.93M Buy
28,084
+7,170
+34% +$1.17M 0.08% 206
2024
Q4 		$3.49M Buy
20,914
+888
+4% +$158K 0.08% 232
2024
Q3 		$3.41M Buy
20,026
+4,013
+25% +$581K 0.08% 233
2024
Q2 		$2.26M Buy
16,013
+1,678
+12% +$208K 0.06% 269
2024
Q1 		$1.8M Sell
14,335
-38,693
-73% -$4.43M 0.05% 291
2023
Q4 		$5.59M Buy
53,028
+9,291
+21% +$1.01M 0.2% 130
2023
Q3 		$4.63M Buy
43,737
+6,336
+17% +$733K 0.19% 129
2023
Q2 		$4.45M Buy
37,401
+2,674
+8% +$276K 0.19% 134
2023
Q1 		$3.23M Sell
34,727
-3,076
-8% -$270K 0.15% 164
2022
Q4 		$3.09M Buy
37,803
+6,864
+22% +$522K 0.16% 155
2022
Q3 		$1.89M Buy
30,939
+21,708
+235% +$1.59M 0.11% 202
2022
Q2 		$645K Buy
9,231
+159
+2% +$11.6K 0.04% 381
2022
Q1 		$757K Sell
9,072
-3,855
-30% -$312K 0.04% 317
2021
Q4 		$1.13M Buy
12,927
+2,042
+19% +$192K 0.07% 256
2021
Q3 		$949K Buy
10,885
+449
+4% +$39.7K 0.07% 256
2021
Q2 		$800K Buy
10,436
+1,464
+16% +$115K 0.06% 261
2021
Q1 		$629K Buy
8,972
+2,823
+46% +$183K 0.06% 264
2020
Q4 		$398K Buy
6,149
+555
+10% +$33K 0.04% 319
2020
Q3 		$334K Buy
5,594
+507
+10% +$28.8K 0.04% 310
2020
Q2 		$281K Buy
+5,087
New +$269K 0.05% 324
2020
Q1 		– Sell
-19,861
Closed -$1.05M – 361
2019
Q4 		$1.05M Sell
19,861
-7,563
-28% -$416K 0.23% 130
2019
Q3 		$1.51M Sell
27,424
-7,130
-21% -$394K 0.36% 84
2019
Q2 		$1.97M Buy
34,554
+22,521
+187% +$1.22M 0.49% 64
2019
Q1 		$646K Buy
12,033
+2
+0% +$102 0.21% 136
2018
Q4 		$551K Buy
+12,031
New +$577K 0.21% 109

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Great Valley Advisor Group's ORCL Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Oracle (ORCL) stake by 8.9% in Q1 2026, selling an estimated $419K and leaving 26,416 shares worth $3.89M. The position accounts for 0.07% of the portfolio, ranked #245.

Great Valley Advisor Group first reported a position in ORCL in Q4 2018 and has held it in 29 quarters since. The position peaked at $7.77M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Great Valley Advisor Group held 26,416 shares of Oracle worth $3.89M as of Q1 2026.
  • Great Valley Advisor Group sold 2,576 Oracle shares in Q1 2026, an estimated $419K.
  • Oracle made up 0.07% of Great Valley Advisor Group's portfolio in Q1 2026, its #245 holding.
  • Great Valley Advisor Group first reported a position in Oracle in Q4 2018 and has held it in 29 quarters since.
  • Great Valley Advisor Group's Oracle position peaked at $7.77M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.