New Perspectives Inc’s Oracle ORCL Stock Holding History

New Perspectives Inc’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 Q4	–	Sell	-1,000	Closed	-$281K	–	43
2025 Q3	$281K	Hold	1,000	–	–	0.13%	33
2025 Q2	$219K	Buy	+1,000	New	+$161K	0.11%	35

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New Perspectives Inc's ORCL Position: Q4 2025 in Review

New Perspectives Inc sold out of Oracle (ORCL) in Q4 2025, closing a stake of 1,000 shares — an estimated $281K sold.

New Perspectives Inc first reported a position in ORCL in Q2 2025 and held it in 2 quarters. The position peaked at $281K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

New Perspectives Inc reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
New Perspectives Inc sold 1,000 Oracle shares in Q4 2025, an estimated $281K.
New Perspectives Inc first reported a position in Oracle in Q2 2025 and held it in 2 quarters.
New Perspectives Inc's Oracle position peaked at $281K in Q3 2025.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on New Perspectives Inc's 13F filing for Q4 2025, filed 28 Jan 2026.