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ShankerValleau Wealth Advisors’s Oracle ORCL Stock Holding History

ShankerValleau Wealth 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 		$46.4M Sell
316,425
-2,011
-0.6% -$364K 12.22% 3
2026
Q1 		$46.8M Sell
318,436
-7,300
-2% -$1.19M 13.2% 2
2025
Q4 		$63.5M Sell
325,736
-1,167
-0.4% -$278K 17.21% 2
2025
Q3 		$91.9M Sell
326,903
-971
-0.3% -$247K 23.6% 1
2025
Q2 		$71.7M Sell
327,874
-3,707
-1% -$599K 20.45% 2
2025
Q1 		$46.4M Hold
331,581
– – 15.06% 2
2024
Q4 		$55.3M Sell
331,581
-69,036
-17% -$12.3M 17.74% 2
2024
Q3 		$68.3M Buy
400,617
+178,818
+81% +$25.9M 23.25% 2
2024
Q2 		$31.3M Buy
221,799
+99,043
+81% +$12.3M 13.41% 3
2024
Q1 		$15.4M Sell
122,756
-2,020
-2% -$231K 7.1% 4
2023
Q4 		$13.2M Sell
124,776
-1,674
-1% -$183K 6.7% 4
2023
Q3 		$13.4M Sell
126,450
-1,261
-1% -$146K 7.53% 4
2023
Q2 		$15.2M Sell
127,711
-3,592
-3% -$371K 8.36% 4
2023
Q1 		$12.2M Sell
131,303
-2,100
-2% -$184K 7.09% 4
2022
Q4 		$10.9M Sell
133,403
-3,166
-2% -$241K 6.76% 4
2022
Q3 		$8.34M Sell
136,569
-4,467
-3% -$327K 5.64% 6
2022
Q2 		$9.85M Sell
141,036
-1,780
-1% -$130K 6.41% 5
2022
Q1 		$11.8M Sell
142,816
-2,345
-2% -$190K 7.08% 4
2021
Q4 		$12.7M Buy
+145,161
New +$13.6M 7.27% 4

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

ShankerValleau Wealth Advisors's ORCL Position: Q2 2026 in Review

ShankerValleau Wealth Advisors reduced its Oracle (ORCL) stake by 0.63% in Q2 2026, selling an estimated $364K and leaving 316,425 shares worth $46.4M. The position accounts for 12.22% of the portfolio, ranked #3.

ShankerValleau Wealth Advisors first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $91.9M in Q3 2025. 873 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • ShankerValleau Wealth Advisors held 316,425 shares of Oracle worth $46.4M as of Q2 2026.
  • ShankerValleau Wealth Advisors sold 2,011 Oracle shares in Q2 2026, an estimated $364K.
  • Oracle made up 12.22% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • ShankerValleau Wealth Advisors first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • ShankerValleau Wealth Advisors's Oracle position peaked at $91.9M in Q3 2025.
  • 873 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.