Valued Wealth Advisors’s Oracle ORCL Stock Holding History

Valued Wealth 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 Q2	$43.1K	Buy	294 +22	+8%	+$3.99K	0.02%	119
2026 Q1	$40K	Buy	272 +60	+28%	+$9.75K	0.02%	113
2025 Q4	$41.3K	Buy	212 +14	+7%	+$3.33K	0.02%	102
2025 Q3	$55.6K	Buy	198 +3	+2%	+$764	0.03%	82
2025 Q2	$42.7K	Sell	195 -14	-7%	-$2.26K	0.02%	94
2025 Q1	$29.2K	Buy	209 +4	+2%	+$651	0.02%	125
2024 Q4	$34.2K	Sell	205 -12	-6%	-$2.13K	0.02%	110
2024 Q3	$37K	Buy	217 +25	+13%	+$3.62K	0.02%	95
2024 Q2	$27.1K	Buy	192 +34	+22%	+$4.22K	0.02%	106
2024 Q1	$19.8K	Buy	158 +51	+48%	+$5.84K	0.01%	128
2023 Q4	$11.3K	Buy	+107	New	+$11.7K	0.01%	107

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valued Wealth Advisors's ORCL Position: Q2 2026 in Review

Valued Wealth Advisors increased its Oracle (ORCL) stake by 8.1% in Q2 2026, buying an estimated $3.99K and bringing the position to 294 shares worth $43.1K. The position accounts for 0.02% of the portfolio, ranked #119.

Valued Wealth Advisors first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $55.6K in Q3 2025. 3,511 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Valued Wealth Advisors held 294 shares of Oracle worth $43.1K as of Q2 2026.
Valued Wealth Advisors bought 22 Oracle shares in Q2 2026, an estimated $3.99K.
Oracle made up 0.02% of Valued Wealth Advisors's portfolio in Q2 2026, its #119 holding.
Valued Wealth Advisors first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Oracle position peaked at $55.6K in Q3 2025.
3,511 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.