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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
2026
Q3 		$13.7K Buy
+100
New +$14.1K ﹤0.01% 851
2024
Q1 		– Sell
-500
Closed -$53 – 699
2023
Q4 		$53 Buy
+500
New +$54.6K ﹤0.01% 653

Other funds holding ORCL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Valeo Financial Advisors's ORCL Position: Q3 2026 in Review

Valeo Financial Advisors increased its Oracle (ORCL) stake by 5% in Q3 2026, buying an estimated $565K and bringing the position to 84,692 shares worth $11.6M. The position accounts for 0.25% of the portfolio, ranked #45.

Valeo Financial Advisors first reported a position in ORCL in Q3 2017 and has held it in 37 quarters since. The position peaked at $25M in Q3 2025. 116 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Valeo Financial Advisors held 84,692 shares of Oracle worth $11.6M as of Q3 2026.
  • Valeo Financial Advisors bought 4,006 Oracle shares in Q3 2026, an estimated $565K.
  • Oracle made up 0.25% of Valeo Financial Advisors's portfolio in Q3 2026, its #45 holding.
  • Valeo Financial Advisors first reported a position in Oracle in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Oracle position peaked at $25M in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.