NWA
ORCL icon

New World Advisors’s Oracle ORCL Stock Holding History

New World 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 		$456K Sell
3,100
-612
-16% -$99.5K 0.08% 38
2025
Q4 		$724K Sell
3,712
-91
-2% -$21.7K 0.12% 26
2025
Q3 		$1.07M Buy
3,803
+64
+2% +$16.3K 0.2% 20
2025
Q2 		$817K Sell
3,739
-2,160
-37% -$349K 0.17% 21
2025
Q1 		$825K Buy
5,899
+1,834
+45% +$299K 0.19% 17
2024
Q4 		$677K Buy
4,065
+882
+28% +$157K 0.16% 19
2024
Q3 		$542K Buy
+3,183
New +$461K 0.14% 26
2019
Q2 		– Sell
-136
Closed -$7K – 89
2019
Q1 		$7K Buy
+136
New +$6.93K 0.01% 96

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New World Advisors's ORCL Position: Q1 2026 in Review

New World Advisors reduced its Oracle (ORCL) stake by 16% in Q1 2026, selling an estimated $99.5K and leaving 3,100 shares worth $456K. The position accounts for 0.08% of the portfolio, ranked #38.

New World Advisors first reported a position in ORCL in Q1 2019 and has held it in 8 quarters since. The position peaked at $1.07M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • New World Advisors held 3,100 shares of Oracle worth $456K as of Q1 2026.
  • New World Advisors sold 612 Oracle shares in Q1 2026, an estimated $99.5K.
  • Oracle made up 0.08% of New World Advisors's portfolio in Q1 2026, its #38 holding.
  • New World Advisors first reported a position in Oracle in Q1 2019 and has held it in 8 quarters since.
  • New World Advisors's Oracle position peaked at $1.07M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.