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Valley Forge Investment Consultants’s Oracle ORCL Stock Holding History

Valley Forge Investment Consultants’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
Q3 		– Sell
-1,127
Closed -$246K – 99
2025
Q2 		$246K Buy
+1,127
New +$182K 0.08% 74

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valley Forge Investment Consultants's ORCL Position: Q3 2025 in Review

Valley Forge Investment Consultants sold out of Oracle (ORCL) in Q3 2025, closing a stake of 1,127 shares — an estimated $246K sold.

Valley Forge Investment Consultants first reported a position in ORCL in Q2 2025 and held it in 1 quarter. The position peaked at $246K in Q2 2025. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Valley Forge Investment Consultants reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
  • Valley Forge Investment Consultants sold 1,127 Oracle shares in Q3 2025, an estimated $246K.
  • Valley Forge Investment Consultants first reported a position in Oracle in Q2 2025 and held it in 1 quarter.
  • Valley Forge Investment Consultants's Oracle position peaked at $246K in Q2 2025.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Valley Forge Investment Consultants's 13F filing for Q3 2025, filed 17 Oct 2025.