Valeo Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.8M | Buy |
80,686
+3,584
| +5% | +$650K | 0.25% | 44 |
|
|
2026
Q1 | $11.3M | Sell |
77,102
-13,480
| -15% | -$2.19M | 0.27% | 43 |
|
|
2025
Q4 | $17.7M | Buy |
90,582
+1,623
| +2% | +$386K | 0.39% | 35 |
|
|
2025
Q3 | $25M | Sell |
88,959
-6,340
| -7% | -$1.61M | 0.57% | 30 |
|
|
2025
Q2 | $20.8M | Buy |
95,299
+4,512
| +5% | +$729K | 0.51% | 30 |
|
|
2025
Q1 | $12.7M | Buy |
90,787
+7,416
| +9% | +$1.21M | 0.35% | 36 |
|
|
2024
Q4 | $13.9M | Buy |
83,371
+2,382
| +3% | +$423K | 0.39% | 33 |
|
|
2024
Q3 | $13.8M | Sell |
80,989
-27
| -0% | -$3.91K | 0.39% | 33 |
|
|
2024
Q2 | $11.4M | Buy |
81,016
+1,566
| +2% | +$194K | 0.36% | 36 |
|
|
2024
Q1 | $9.16M | Buy |
79,450
+2,344
| +3% | +$268K | 0.33% | 40 |
|
|
2023
Q4 | $8.13M | Buy |
77,106
+161
| +0.2% | +$17.6K | 0.33% | 39 |
|
|
2023
Q3 | $8.15M | Buy |
76,945
+124
| +0.2% | +$14.4K | 0.37% | 36 |
|
|
2023
Q2 | $9.15M | Sell |
76,821
-5,840
| -7% | -$604K | 0.42% | 28 |
|
|
2023
Q1 | $7.68M | Buy |
82,661
+1,708
| +2% | +$150K | 0.37% | 37 |
|
|
2022
Q4 | $6.62M | Buy |
80,953
+717
| +0.9% | +$54.5K | 0.36% | 41 |
|
|
2022
Q3 | $4.9M | Buy |
80,236
+1,501
| +2% | +$110K | 0.31% | 46 |
|
|
2022
Q2 | $5.5M | Sell |
78,735
-3,848
| -5% | -$282K | 0.35% | 47 |
|
|
2022
Q1 | $6.83M | Buy |
82,583
+1,449
| +2% | +$117K | 0.35% | 41 |
|
|
2021
Q4 | $7.08M | Sell |
81,134
-570
| -0.7% | -$53.5K | 0.38% | 37 |
|
|
2021
Q3 | $7.12M | Buy |
81,704
+5,736
| +8% | +$507K | 0.41% | 35 |
|
|
2021
Q2 | $5.91M | Sell |
75,968
-5,826
| -7% | -$456K | 0.36% | 39 |
|
|
2021
Q1 | $5.74M | Buy |
81,794
+14,778
| +22% | +$957K | 0.27% | 46 |
|
|
2020
Q4 | $4.33M | Buy |
67,016
+15,514
| +30% | +$924K | 0.22% | 57 |
|
|
2020
Q3 | $3.08M | Sell |
51,502
-495
| -1% | -$28.1K | 0.27% | 57 |
|
|
2020
Q2 | $2.87M | Buy |
51,997
+2,164
| +4% | +$115K | 0.26% | 57 |
|
|
2020
Q1 | $2.65M | Sell |
49,833
-6,011
| -11% | -$310K | 0.28% | 51 |
|
|
2019
Q4 | $2.96M | Buy |
55,844
+6,139
| +12% | +$338K | 0.29% | 54 |
|
|
2019
Q3 | $2.73M | Sell |
49,705
-3,460
| -7% | -$191K | 0.3% | 53 |
|
|
2019
Q2 | $3.03M | Buy |
53,165
+1,271
| +2% | +$68.8K | 0.35% | 47 |
|
|
2019
Q1 | $2.79M | Buy |
51,894
+1,189
| +2% | +$60.6K | 0.34% | 50 |
|
|
2018
Q4 | $2.29M | Sell |
50,705
-103
| -0.2% | -$4.94K | 0.32% | 54 |
|
|
2018
Q3 | $2.48M | Sell |
50,808
-399
| -0.8% | -$19.4K | 0.34% | 51 |
|
|
2018
Q2 | $2.46M | Buy |
51,207
+1,149
| +2% | +$52.9K | 0.34% | 53 |
|
|
2018
Q1 | $2.29M | Buy |
50,058
+86
| +0.2% | +$4.28K | 0.37% | 54 |
|
|
2017
Q4 | $2.36M | Buy |
49,972
+31,359
| +168% | +$1.54M | 0.39% | 56 |
|
|
2017
Q3 | $900K | Buy |
+18,613
| New | +$926K | 0.2% | 95 |
|
Other funds holding ORCL
FWIA
ATO
ECSS
RAM
Valeo Financial Advisors's ORCL Position: Q2 2026 in Review
Valeo Financial Advisors increased its Oracle (ORCL) stake by 4.6% in Q2 2026, buying an estimated $650K and bringing the position to 80,686 shares worth $11.8M. The position accounts for 0.25% of the portfolio, ranked #44.
Valeo Financial Advisors first reported a position in ORCL in Q3 2017 and has held it in 36 quarters since. The position peaked at $25M in Q3 2025. 1,404 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Valeo Financial Advisors held 80,686 shares of Oracle worth $11.8M as of Q2 2026.
- Valeo Financial Advisors bought 3,584 Oracle shares in Q2 2026, an estimated $650K.
- Oracle made up 0.25% of Valeo Financial Advisors's portfolio in Q2 2026, its #44 holding.
- Valeo Financial Advisors first reported a position in Oracle in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Oracle position peaked at $25M in Q3 2025.
- 1,404 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.