Oliver Lagore Vanvalin Investment Group’s Oracle ORCL Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$1.87M	Buy	+13,387	New	+$2.16M	0.73%	32
2024 Q4	$1.63M	Sell	9,789 -1,040	-10%	-$185K	0.42%	46
2024 Q3	$1.85M	Buy	10,829 +1,455	+16%	+$211K	0.49%	43
2024 Q2	$1.32M	Buy	9,374 +857	+10%	+$106K	0.38%	53
2024 Q1	$1.07M	Buy	8,517 +1,666	+24%	+$191K	0.31%	61
2023 Q4	$722K	Buy	6,851 +988	+17%	+$108K	0.27%	63
2023 Q3	$621K	Buy	5,863 +5,574	+1,929%	+$645K	0.25%	66
2023 Q2	$34.4K	Sell	289 -129	-31%	-$13.3K	0.01%	297
2023 Q1	$38.8K	Sell	418 -2	-0.5%	-$175	0.02%	214
2022 Q4	$34.3K	Sell	420 -118	-22%	-$8.97K	0.02%	216
2022 Q3	$33K	Sell	538 -156	-22%	-$11.4K	0.02%	204
2022 Q2	$48K	Sell	694 -5,498	-89%	-$402K	0.03%	178
2022 Q1	$511K	Sell	6,192 -20,858	-77%	-$1.69M	0.34%	56
2021 Q4	$2.36M	Buy	+27,050	New	+$2.54M	0.17%	62

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's ORCL Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Oracle (ORCL) in Q2 2025: 13,387 shares worth $1.87M. The stake represents 0.73% of the portfolio and ranks #32 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in ORCL as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in ORCL in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.36M in Q4 2021. 3,616 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 13,387 shares of Oracle worth $1.87M as of Q2 2025.
Oracle was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Oracle made up 0.73% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #32 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Oracle in Q4 2021 and has held it in 14 quarters since.
Oliver Lagore Vanvalin Investment Group's Oracle position peaked at $2.36M in Q4 2021.
3,616 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.