VAG
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VisionPoint Advisory Group’s Oracle ORCL Stock Holding History

VisionPoint Advisory Group’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 		$444K Sell
3,237
-1,526
-32% -$215K 0.07% 265
2026
Q2 		$698K Sell
4,763
-341
-7% -$61.8K 0.11% 202
2026
Q1 		$751K Sell
5,104
-10,839
-68% -$1.76M 0.14% 166
2025
Q4 		$3.11M Buy
15,943
+2,291
+17% +$545K 0.61% 41
2025
Q3 		$3.84M Sell
13,652
-2,716
-17% -$692K 0.77% 29
2025
Q2 		$3.58M Buy
16,368
+2,103
+15% +$340K 0.78% 26
2025
Q1 		$1.99M Buy
14,265
+2,535
+22% +$413K 0.68% 45
2024
Q4 		$1.95M Sell
11,730
-690
-6% -$123K 0.67% 46
2024
Q3 		$2.12M Buy
12,420
+593
+5% +$85.9K 0.71% 36
2024
Q2 		$1.67M Buy
11,827
+10,091
+581% +$1.25M 0.59% 45
2024
Q1 		$218K Buy
1,736
+1,700
+4,722% +$195K 0.08% 159
2023
Q4 		$3.79K Buy
+36
New +$3.93K ﹤0.01% 528

Other funds holding ORCL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VisionPoint Advisory Group's ORCL Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Oracle (ORCL) stake by 32% in Q3 2026, selling an estimated $215K and leaving 3,237 shares worth $444K. The position accounts for 0.07% of the portfolio, ranked #265.

VisionPoint Advisory Group first reported a position in ORCL in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.84M in Q3 2025. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • VisionPoint Advisory Group held 3,237 shares of Oracle worth $444K as of Q3 2026.
  • VisionPoint Advisory Group sold 1,526 Oracle shares in Q3 2026, an estimated $215K.
  • Oracle made up 0.07% of VisionPoint Advisory Group's portfolio in Q3 2026, its #265 holding.
  • VisionPoint Advisory Group first reported a position in Oracle in Q4 2023 and has held it in 12 quarters since.
  • VisionPoint Advisory Group's Oracle position peaked at $3.84M in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.