Values Added Financial
ORCL icon

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
Q3 		$372K Sell
2,711
-448
-14% -$63.2K 0.13% 96
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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Values Added Financial's ORCL Position: Q3 2026 in Review

Values Added Financial reduced its Oracle (ORCL) stake by 14% in Q3 2026, selling an estimated $63.2K and leaving 2,711 shares worth $372K. The position accounts for 0.13% of the portfolio, ranked #96.

Values Added Financial first reported a position in ORCL in Q2 2023 and has held it in 12 quarters since. The position peaked at $821K in Q3 2025. 1,513 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Values Added Financial held 2,711 shares of Oracle worth $372K as of Q3 2026.
  • Values Added Financial sold 448 Oracle shares in Q3 2026, an estimated $63.2K.
  • Oracle made up 0.13% of Values Added Financial's portfolio in Q3 2026, its #96 holding.
  • Values Added Financial first reported a position in Oracle in Q2 2023 and has held it in 12 quarters since.
  • Values Added Financial's Oracle position peaked at $821K in Q3 2025.
  • 1,513 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.