VNA
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Valley National Advisers’s Oracle ORCL Stock Holding History

Valley National Advisers’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
Q1 		$1.52M Sell
10,307
-663
-6% -$108K 0.2% 106
2025
Q4 		$2.14M Buy
10,970
+517
+5% +$123K 0.3% 77
2025
Q3 		$2.94M Sell
10,453
-295
-3% -$75.1K 0.46% 45
2025
Q2 		$2.35M Buy
10,748
+1,842
+21% +$297K 0.38% 63
2025
Q1 		$1.25M Buy
8,906
+7,725
+654% +$1.26M 0.22% 110
2024
Q4 		$196K Buy
1,181
+149
+14% +$26.5K 0.04% 227
2024
Q3 		$175K Sell
1,032
-2,269
-69% -$329K 0.03% 236
2024
Q2 		$466K Buy
3,301
+28
+0.9% +$3.48K 0.07% 167
2024
Q1 		$411K Buy
3,273
+189
+6% +$21.6K 0.06% 175
2023
Q4 		$325K Buy
3,084
+721
+31% +$78.7K 0.05% 198
2023
Q3 		$250K Buy
2,363
+62
+3% +$7.18K 0.04% 220
2023
Q2 		$275K Sell
2,301
-466
-17% -$48.2K 0.05% 217
2023
Q1 		$264K Sell
2,767
-5
-0.2% -$438 0.05% 222
2022
Q4 		$245K Buy
2,772
+202
+8% +$15.4K 0.04% 227
2022
Q3 		$172K Buy
2,570
+160
+7% +$11.7K 0.04% 254
2022
Q2 		$173K Sell
2,410
-43
-2% -$3.15K 0.04% 236
2022
Q1 		$203K Buy
2,453
+470
+24% +$38.1K 0.04% 226
2021
Q4 		$173K Buy
1,983
+129
+7% +$12.1K 0.03% 239
2021
Q3 		$162K Buy
1,854
+33
+2% +$2.92K 0.03% 233
2021
Q2 		$142K Buy
1,821
+186
+11% +$14.6K 0.03% 245
2021
Q1 		$115K Sell
1,635
-82
-5% -$5.31K 0.02% 256
2020
Q4 		$111K Sell
1,717
-496
-22% -$29.5K 0.02% 244
2020
Q3 		$132K Buy
2,213
+1
+0% +$57 0.03% 208
2020
Q2 		$122K Buy
2,212
+51
+2% +$2.7K 0.03% 209
2020
Q1 		$104K Sell
2,161
-130
-6% -$6.71K 0.03% 209
2019
Q4 		$121K Buy
2,291
+385
+20% +$21.2K 0.03% 227
2019
Q3 		$105K Buy
1,906
+1
+0.1% +$55 0.03% 238
2019
Q2 		$109K Sell
1,905
-209
-10% -$11.3K 0.03% 227
2019
Q1 		$114K Sell
2,114
-15,587
-88% -$794K 0.03% 224
2018
Q4 		$799K Buy
17,701
+6,858
+63% +$329K 0.26% 73
2018
Q3 		$559K Sell
10,843
-402
-4% -$19.5K 0.19% 107
2018
Q2 		$495K Buy
11,245
+2,175
+24% +$100K 0.19% 107
2018
Q1 		$415K Buy
9,070
+5,784
+176% +$288K 0.15% 115
2017
Q4 		$155K Sell
3,286
-36
-1% -$1.77K 0.05% 174
2017
Q3 		$161K Sell
3,322
-162
-5% -$8.06K 0.06% 165
2017
Q2 		$175K Buy
3,484
+6
+0.2% +$273 0.06% 153
2017
Q1 		$155K Sell
3,478
-192
-5% -$8K 0.06% 155
2016
Q4 		$141K Buy
3,670
+4
+0.1% +$156 0.06% 162
2016
Q3 		$144K Buy
3,666
+105
+3% +$4.28K 0.07% 144
2016
Q2 		$146K Buy
3,561
+354
+11% +$14.1K 0.08% 151
2016
Q1 		$131K Buy
3,207
+5
+0.2% +$185 0.07% 156
2015
Q4 		$117K Buy
3,202
+5
+0.2% +$191 0.07% 160
2015
Q3 		$115K Sell
3,197
-248
-7% -$9.53K 0.07% 163
2015
Q2 		$139K Buy
3,445
+1,054
+44% +$45.7K 0.08% 163
2015
Q1 		$103K Sell
2,391
-937
-28% -$40.6K 0.06% 169
2014
Q4 		$127K Buy
+3,328
New +$135K 0.1% 119

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valley National Advisers's ORCL Position: Q1 2026 in Review

Valley National Advisers reduced its Oracle (ORCL) stake by 6% in Q1 2026, selling an estimated $108K and leaving 10,307 shares worth $1.52M. The position accounts for 0.2% of the portfolio, ranked #106.

Valley National Advisers first reported a position in ORCL in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.94M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Valley National Advisers held 10,307 shares of Oracle worth $1.52M as of Q1 2026.
  • Valley National Advisers sold 663 Oracle shares in Q1 2026, an estimated $108K.
  • Oracle made up 0.2% of Valley National Advisers's portfolio in Q1 2026, its #106 holding.
  • Valley National Advisers first reported a position in Oracle in Q4 2014 and has held it in 46 quarters since.
  • Valley National Advisers's Oracle position peaked at $2.94M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.