NERM
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New England Research & Management’s Oracle ORCL Stock Holding History

New England Research & Management’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
2025
Q2 		– Sell
-5,405
Closed -$756K – 166
2025
Q1 		$756K Buy
+5,405
New +$880K 0.38% 80
2024
Q1 		– Sell
-25,870
Closed -$2.73M – 167
2023
Q4 		$2.73M Buy
25,870
+15,340
+146% +$1.67M 1.44% 14
2023
Q3 		$1.11M Buy
+10,530
New +$1.22M 0.64% 60
2022
Q3 		– Sell
-3,509
Closed -$245K – 182
2022
Q2 		$245K Sell
3,509
-25
-0.7% -$1.83K 0.14% 140
2022
Q1 		$292K Buy
3,534
+209
+6% +$16.9K 0.15% 135
2021
Q4 		$290K Buy
+3,325
New +$312K 0.14% 149
2021
Q3 		– Sell
-10,555
Closed -$822K – 187
2021
Q2 		$822K Buy
10,555
+6,605
+167% +$517K 0.43% 90
2021
Q1 		$277K Buy
+3,950
New +$256K 0.15% 145
2020
Q3 		– Sell
-6,825
Closed -$377K – 154
2020
Q2 		$377K Hold
6,825
– – 0.27% 110
2020
Q1 		$330K Sell
6,825
-10,769
-61% -$556K 0.28% 99
2019
Q4 		$932K Buy
17,594
+13,094
+291% +$721K 0.62% 60
2019
Q3 		$248K Buy
+4,500
New +$249K 0.18% 142
2019
Q1 		– Sell
-11,500
Closed -$519K – 178
2018
Q4 		$519K Buy
+11,500
New +$551K 0.41% 85
2018
Q3 		– Sell
-20,900
Closed -$921K – 175
2018
Q2 		$921K Buy
20,900
+10,450
+100% +$481K 0.61% 58
2018
Q1 		$478K Buy
10,450
+1,150
+12% +$57.2K 0.32% 106
2017
Q4 		$440K Buy
+9,300
New +$456K 0.31% 99
2015
Q1 		– Sell
-9,250
Closed -$416K – 174
2014
Q4 		$416K Sell
9,250
-1,600
-15% -$65.1K 0.36% 115
2014
Q3 		$415K Buy
+10,850
New +$439K 0.36% 107
2014
Q1 		– Sell
-31,150
Closed -$1.19M – 152
2013
Q4 		$1.19M Buy
+31,150
New +$1.07M 1.15% 18

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New England Research & Management's ORCL Position: Q2 2025 in Review

New England Research & Management sold out of Oracle (ORCL) in Q2 2025, closing a stake of 5,405 shares — an estimated $756K sold.

New England Research & Management first reported a position in ORCL in Q4 2013 and held it in 19 quarters. The position peaked at $2.73M in Q4 2023. 3,617 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

  • New England Research & Management reported no remaining Oracle position as of Q2 2025 after selling out during the quarter.
  • New England Research & Management sold 5,405 Oracle shares in Q2 2025, an estimated $756K.
  • New England Research & Management first reported a position in Oracle in Q4 2013 and held it in 19 quarters.
  • New England Research & Management's Oracle position peaked at $2.73M in Q4 2023.
  • 3,617 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on New England Research & Management's 13F filing for Q2 2025, filed 9 Jul 2025.