Back to ORCL-PD
ShankerValleau Wealth Advisors, Inc. → ORCL-PD
ShankerValleau Wealth Advisors, Inc. ORCL-PD Position History
Oracle Corporation
Quarters held
4
Latest value
$38.9M
Q3 2026
Peak value
$63.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $63.5M |
| Q1 2026 | $46.8M |
| Q2 2026 | $46.4M |
| Q3 2026 | $38.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $38.9M | 283.4K | — | — |
| Q2 2026 | $46.4M | 316.4K | — | — |
| Q1 2026 | $46.8M | 318.4K | — | — |
| Q4 2025 | $63.5M | 325.7K | — | — |
Other funds holding ORCL-PD
$34.2B
$30.8B
$21.4B
$20.6B
$16.1B
$14.9B