Values Added Financial’s Oracle ORCL Stock Holding History

Values Added Financial’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	$463K	Buy	3,159 +221	+8%	+$40.1K	0.17%	85
2026 Q1	$432K	Hold	2,938	–	–	0.18%	80
2025 Q4	$573K	Buy	2,938 +19	+0.7%	+$4.52K	0.24%	72
2025 Q3	$821K	Buy	2,919 +58	+2%	+$14.8K	0.37%	51
2025 Q2	$626K	Buy	2,861 +143	+5%	+$23.1K	0.3%	62
2025 Q1	$380K	Buy	2,718 +213	+9%	+$34.7K	0.21%	82
2024 Q4	$417K	Buy	2,505 +322	+15%	+$57.2K	0.24%	74
2024 Q3	$372K	Buy	2,183 +320	+17%	+$46.4K	0.23%	66
2024 Q2	$263K	Buy	1,863 +19	+1%	+$2.36K	0.19%	78
2024 Q1	$232K	Buy	+1,844	New	+$211K	0.18%	78
2023 Q3	–	Sell	-1,814	Closed	-$216K	–	84
2023 Q2	$216K	Buy	+1,814	New	+$188K	0.2%	75

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Values Added Financial's ORCL Position: Q2 2026 in Review

Values Added Financial increased its Oracle (ORCL) stake by 7.5% in Q2 2026, buying an estimated $40.1K and bringing the position to 3,159 shares worth $463K. The position accounts for 0.17% of the portfolio, ranked #85.

Values Added Financial first reported a position in ORCL in Q2 2023 and has held it in 11 quarters since. The position peaked at $821K in Q3 2025. 1,495 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Values Added Financial held 3,159 shares of Oracle worth $463K as of Q2 2026.
Values Added Financial bought 221 Oracle shares in Q2 2026, an estimated $40.1K.
Oracle made up 0.17% of Values Added Financial's portfolio in Q2 2026, its #85 holding.
Values Added Financial first reported a position in Oracle in Q2 2023 and has held it in 11 quarters since.
Values Added Financial's Oracle position peaked at $821K in Q3 2025.
1,495 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.