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New England Capital Financial Advisors’s Oracle ORCL Stock Holding History

New England Capital Financial 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
Q2 		$183K Buy
1,248
+3
+0.2% +$544 0.04% 67
2026
Q1 		$183K Buy
1,245
+2
+0.2% +$325 0.05% 62
2025
Q4 		$242K Buy
1,243
+1
+0.1% +$238 0.09% 56
2025
Q3 		$349K Sell
1,242
-73
-6% -$18.6K 0.15% 44
2025
Q2 		$288K Buy
1,315
+154
+13% +$24.9K 0.13% 46
2025
Q1 		$162K Buy
1,161
+100
+9% +$16.3K 0.08% 57
2024
Q4 		$177K Buy
1,061
+64
+6% +$11.4K 0.09% 57
2024
Q3 		$170K Buy
997
+1
+0.1% +$145 0.09% 56
2024
Q2 		$141K Buy
996
+3
+0.3% +$373 0.08% 59
2024
Q1 		$125K Buy
993
+2
+0.2% +$229 0.07% 63
2023
Q4 		$104K Buy
991
+3
+0.3% +$327 0.06% 75
2023
Q3 		$105K Buy
988
+2
+0.2% +$232 0.07% 70
2023
Q2 		$117K Buy
986
+2
+0.2% +$207 0.08% 66
2023
Q1 		$91.4K Buy
984
+3
+0.3% +$263 0.06% 77
2022
Q4 		$85.6K Buy
+981
New +$74.6K 0.06% 81

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New England Capital Financial Advisors's ORCL Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Oracle (ORCL) stake by 0.24% in Q2 2026, buying an estimated $544 and bringing the position to 1,248 shares worth $183K. The position accounts for 0.04% of the portfolio, ranked #67.

New England Capital Financial Advisors first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $349K in Q3 2025. 1,590 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • New England Capital Financial Advisors held 1,248 shares of Oracle worth $183K as of Q2 2026.
  • New England Capital Financial Advisors bought 3 Oracle shares in Q2 2026, an estimated $544.
  • Oracle made up 0.04% of New England Capital Financial Advisors's portfolio in Q2 2026, its #67 holding.
  • New England Capital Financial Advisors first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Oracle position peaked at $349K in Q3 2025.
  • 1,590 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.