New Age Alpha Advisors’s Oracle ORCL Stock Holding History

New Age Alpha Advisors’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 Q1	$13.5M	Buy	91,886 +8,955	+11%	+$1.46M	0.63%	19
2025 Q4	$16.2M	Buy	82,931 +43,410	+110%	+$10.3M	0.7%	18
2025 Q3	$11.1M	Sell	39,521 -10,495	-21%	-$2.67M	0.47%	36
2025 Q2	$10.9M	Sell	50,016 -22,129	-31%	-$3.57M	0.48%	36
2025 Q1	$10.1M	Buy	72,145 +34,327	+91%	+$5.59M	0.45%	37
2024 Q4	$6.3M	Buy	37,818 +27,818	+278%	+$4.94M	0.25%	101
2024 Q3	$1.7M	Buy	10,000 +5,000	+100%	+$724K	1%	26
2024 Q2	$706K	Buy	+5,000	New	+$621K	0.38%	33
2024 Q1	–	Sell	-30,000	Closed	-$3.16M	–	60
2023 Q4	$3.16M	Buy	+30,000	New	+$3.27M	2.36%	15

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New Age Alpha Advisors's ORCL Position: Q1 2026 in Review

New Age Alpha Advisors increased its Oracle (ORCL) stake by 11% in Q1 2026, buying an estimated $1.46M and bringing the position to 91,886 shares worth $13.5M. The position accounts for 0.63% of the portfolio, ranked #19.

New Age Alpha Advisors first reported a position in ORCL in Q4 2023 and has held it in 9 quarters since. The position peaked at $16.2M in Q4 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

New Age Alpha Advisors held 91,886 shares of Oracle worth $13.5M as of Q1 2026.
New Age Alpha Advisors bought 8,955 Oracle shares in Q1 2026, an estimated $1.46M.
Oracle made up 0.63% of New Age Alpha Advisors's portfolio in Q1 2026, its #19 holding.
New Age Alpha Advisors first reported a position in Oracle in Q4 2023 and has held it in 9 quarters since.
New Age Alpha Advisors's Oracle position peaked at $16.2M in Q4 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.