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Valeo Financial Advisors’s Oracle ORCL Stock Holding History

Valeo Financial 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
2024
Q1 		– Sell
-500
Closed -$53 – 699
2023
Q4 		$53 Buy
+500
New +$54.6K ﹤0.01% 653

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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. 1,413 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.
  • 1,413 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.