Valmark Advisers’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.04M | Sell |
7,036
-945
| -12% | -$154K | 0.01% | 346 |
|
|
2025
Q4 | $1.56M | Buy |
7,981
+14
| +0.2% | +$3.33K | 0.02% | 280 |
|
|
2025
Q3 | $2.24M | Sell |
7,967
-232
| -3% | -$59.1K | 0.03% | 217 |
|
|
2025
Q2 | $1.79M | Buy |
8,199
+2,026
| +33% | +$327K | 0.02% | 242 |
|
|
2025
Q1 | $863K | Buy |
6,173
+589
| +11% | +$95.9K | 0.01% | 336 |
|
|
2024
Q4 | $930K | Buy |
5,584
+343
| +7% | +$60.9K | 0.01% | 322 |
|
|
2024
Q3 | $893K | Buy |
5,241
+176
| +3% | +$25.5K | 0.01% | 323 |
|
|
2024
Q2 | $715K | Buy |
5,065
+402
| +9% | +$49.9K | 0.01% | 336 |
|
|
2024
Q1 | $586K | Buy |
4,663
+696
| +18% | +$79.7K | 0.01% | 350 |
|
|
2023
Q4 | $418K | Buy |
3,967
+110
| +3% | +$12K | 0.01% | 377 |
|
|
2023
Q3 | $409K | Buy |
3,857
+273
| +8% | +$31.6K | 0.01% | 354 |
|
|
2023
Q2 | $427K | Buy |
3,584
+263
| +8% | +$27.2K | 0.01% | 357 |
|
|
2023
Q1 | $309K | Buy |
3,321
+348
| +12% | +$30.5K | 0.01% | 387 |
|
|
2022
Q4 | $243K | Buy |
+2,973
| New | +$226K | 0.01% | 400 |
|
|
2022
Q3 | – | Sell |
-3,023
| Closed | -$211K | – | 422 |
|
|
2022
Q2 | $211K | Buy |
3,023
+27
| +0.9% | +$1.98K | ﹤0.01% | 395 |
|
|
2022
Q1 | $248K | Buy |
2,996
+43
| +1% | +$3.48K | ﹤0.01% | 392 |
|
|
2021
Q4 | $258K | Buy |
2,953
+22
| +0.8% | +$2.07K | ﹤0.01% | 369 |
|
|
2021
Q3 | $255K | Sell |
2,931
-78
| -3% | -$6.89K | ﹤0.01% | 352 |
|
|
2021
Q2 | $234K | Sell |
3,009
-18
| -0.6% | -$1.41K | ﹤0.01% | 361 |
|
|
2021
Q1 | $212K | Buy |
+3,027
| New | +$196K | ﹤0.01% | 359 |
|
|
2019
Q4 | – | Sell |
-3,846
| Closed | -$212K | – | 249 |
|
|
2019
Q3 | $212K | Buy |
3,846
+80
| +2% | +$4.42K | ﹤0.01% | 228 |
|
|
2019
Q2 | $215K | Hold |
3,766
| – | – | ﹤0.01% | 216 |
|
|
2019
Q1 | $202K | Buy |
+3,766
| New | +$192K | ﹤0.01% | 216 |
|
|
2018
Q4 | – | Sell |
-4,262
| Closed | -$220K | – | 214 |
|
|
2018
Q3 | $220K | Buy |
+4,262
| New | +$207K | ﹤0.01% | 188 |
|
|
2018
Q2 | – | Sell |
-4,555
| Closed | -$208K | – | 192 |
|
|
2018
Q1 | $208K | Sell |
4,555
-400
| -8% | -$19.9K | ﹤0.01% | 184 |
|
|
2017
Q4 | $234K | Buy |
+4,955
| New | +$243K | 0.01% | 171 |
|
Other funds holding ORCL
VCM
VPM
Valmark Advisers's ORCL Position: Q1 2026 in Review
Valmark Advisers reduced its Oracle (ORCL) stake by 12% in Q1 2026, selling an estimated $154K and leaving 7,036 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #346.
Valmark Advisers first reported a position in ORCL in Q4 2017 and has held it in 26 quarters since. The position peaked at $2.24M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Valmark Advisers held 7,036 shares of Oracle worth $1.04M as of Q1 2026.
- Valmark Advisers sold 945 Oracle shares in Q1 2026, an estimated $154K.
- Oracle made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #346 holding.
- Valmark Advisers first reported a position in Oracle in Q4 2017 and has held it in 26 quarters since.
- Valmark Advisers's Oracle position peaked at $2.24M in Q3 2025.
- 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.