N.E.W. Advisory Services’s Oracle ORCL Stock Holding History

N.E.W. Advisory Services’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	$496K	Buy	3,386 +632	+23%	+$115K	0.03%	141
2026 Q1	$405K	Sell	2,754 -209	-7%	-$34K	0.03%	148
2025 Q4	$578K	Buy	2,963 +453	+18%	+$108K	0.04%	126
2025 Q3	$706K	Buy	2,510 +1	+0%	+$255	0.06%	100
2025 Q2	$549K	Sell	2,509 -1,030	-29%	-$166K	0.05%	109
2025 Q1	$495K	Buy	3,539 +675	+24%	+$110K	0.04%	130
2024 Q4	$477K	Buy	2,864 +99	+4%	+$17.6K	0.05%	118
2024 Q3	$471K	Buy	2,765 +54	+2%	+$7.82K	0.05%	115
2024 Q2	$383K	Sell	2,711 -53	-2%	-$6.58K	0.04%	122
2024 Q1	$347K	Buy	2,764 +35	+1%	+$4.01K	0.04%	126
2023 Q4	$288K	Sell	2,729 -99	-4%	-$10.8K	0.03%	134
2023 Q3	$300K	Buy	2,828 +571	+25%	+$66.1K	0.04%	121
2023 Q2	$269K	Buy	+2,257	New	+$233K	0.04%	116
2022 Q3	–	Sell	-3,388	Closed	-$237K	–	133
2022 Q2	$237K	Sell	3,388 -152	-4%	-$11.1K	0.04%	116
2022 Q1	$248K	Sell	3,540 -2	-0.1%	-$162	0.05%	113
2021 Q4	$309K	Buy	3,542 +1	+0%	+$94	0.05%	110
2021 Q3	$309K	Hold	3,541	–	–	0.05%	106
2021 Q2	$275K	Buy	3,541 +1	+0%	+$78	0.05%	110
2021 Q1	$254K	Hold	3,540	–	–	0.05%	114
2020 Q4	$229K	Buy	+3,540	New	+$211K	0.05%	122

Other funds holding ORCL

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

N.E.W. Advisory Services's ORCL Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Oracle (ORCL) stake by 23% in Q2 2026, buying an estimated $115K and bringing the position to 3,386 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #141.

N.E.W. Advisory Services first reported a position in ORCL in Q4 2020 and has held it in 20 quarters since. The position peaked at $706K in Q3 2025. 2,557 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

N.E.W. Advisory Services held 3,386 shares of Oracle worth $496K as of Q2 2026.
N.E.W. Advisory Services bought 632 Oracle shares in Q2 2026, an estimated $115K.
Oracle made up 0.03% of N.E.W. Advisory Services's portfolio in Q2 2026, its #141 holding.
N.E.W. Advisory Services first reported a position in Oracle in Q4 2020 and has held it in 20 quarters since.
N.E.W. Advisory Services's Oracle position peaked at $706K in Q3 2025.
2,557 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.