Valley Wealth Managers’s Oracle Corp Preferred Stock Series D ORCL.PRD Stock Holding History

Valley Wealth Managers’s Portfolio ORCL.PRD Stock Details ORCL.PRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$37.3K	Buy	+844	New	+$37.5K	﹤0.01%	233

Other funds holding ORCL.PRD

Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Valley Wealth Managers's ORCL.PRD Position: Q3 2026 in Review

Valley Wealth Managers opened a new position in Oracle Corp Preferred Stock Series D (ORCL.PRD) in Q3 2026: 844 shares worth $37.3K. The stake represents ﹤0.01% of the portfolio and ranks #233 among its holdings.

6 funds tracked by Wall St. Rank hold ORCL.PRD as of Q3 2026.

Valley Wealth Managers held 844 shares of Oracle Corp Preferred Stock Series D worth $37.3K as of Q3 2026.
Oracle Corp Preferred Stock Series D was a new Valley Wealth Managers position in Q3 2026.
Oracle Corp Preferred Stock Series D made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #233 holding.
6 funds tracked by Wall St. Rank held Oracle Corp Preferred Stock Series D as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.