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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
Q2 		$487K Buy
3,325
+225
+7% +$40.8K 0.08% 43
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

New World Advisors's ORCL Position: Q2 2026 in Review

New World Advisors increased its Oracle (ORCL) stake by 7.3% in Q2 2026, buying an estimated $40.8K and bringing the position to 3,325 shares worth $487K. The position accounts for 0.08% of the portfolio, ranked #43.

New World Advisors first reported a position in ORCL in Q1 2019 and has held it in 9 quarters since. The position peaked at $1.07M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • New World Advisors held 3,325 shares of Oracle worth $487K as of Q2 2026.
  • New World Advisors bought 225 Oracle shares in Q2 2026, an estimated $40.8K.
  • Oracle made up 0.08% of New World Advisors's portfolio in Q2 2026, its #43 holding.
  • New World Advisors first reported a position in Oracle in Q1 2019 and has held it in 9 quarters since.
  • New World Advisors's Oracle position peaked at $1.07M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on New World Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.