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Newbridge Financial Services Group’s Oracle ORCL Stock Holding History

Newbridge Financial Services Group’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 		$8.56M Buy
58,215
+15,838
+37% +$2.57M 1.41% 17
2025
Q4 		$8.26M Buy
42,377
+6,382
+18% +$1.52M 1.28% 19
2025
Q3 		$10.1M Buy
35,995
+455
+1% +$116K 1.51% 14
2025
Q2 		$7.77M Buy
35,540
+6,786
+24% +$1.1M 1.26% 18
2025
Q1 		$4.02M Buy
28,754
+15,607
+119% +$2.54M 0.98% 30
2024
Q4 		$2.19M Buy
13,147
+8,207
+166% +$1.46M 0.56% 37
2024
Q3 		$842K Buy
4,940
+3,013
+156% +$436K 0.3% 71
2024
Q2 		$272K Buy
1,927
+105
+6% +$13K 0.1% 146
2024
Q1 		$229K Sell
1,822
-217
-11% -$24.8K 0.1% 169
2023
Q4 		$215K Buy
2,039
+1,038
+104% +$113K 0.11% 179
2023
Q3 		$106K Buy
1,001
+4
+0.4% +$463 0.05% 283
2023
Q2 		$119K Buy
997
+4
+0.4% +$414 0.06% 277
2023
Q1 		$92.3K Buy
993
+3
+0.3% +$263 0.05% 332
2022
Q4 		$80.9K Buy
990
+931
+1,578% +$70.8K 0.05% 345
2022
Q3 		$4K Sell
59
-18
-23% -$1.32K ﹤0.01% 1089
2022
Q2 		$5K Sell
77
-631
-89% -$46.2K ﹤0.01% 1018
2022
Q1 		$59K Sell
708
-350
-33% -$28.3K 0.03% 430
2021
Q4 		$92K Buy
1,058
+415
+65% +$39K 0.04% 331
2021
Q3 		$56K Sell
643
-600
-48% -$53K 0.04% 381
2021
Q2 		$97K Buy
1,243
+836
+205% +$65.4K 0.06% 289
2021
Q1 		$29K Sell
407
-47
-10% -$3.04K 0.02% 595
2020
Q4 		$29K Buy
454
+58
+15% +$3.45K 0.02% 457
2020
Q3 		$24K Buy
+396
New +$22.5K 0.02% 458

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

Newbridge Financial Services Group's ORCL Position: Q1 2026 in Review

Newbridge Financial Services Group increased its Oracle (ORCL) stake by 37% in Q1 2026, buying an estimated $2.57M and bringing the position to 58,215 shares worth $8.56M. The position accounts for 1.41% of the portfolio, ranked #17.

Newbridge Financial Services Group first reported a position in ORCL in Q3 2020 and has held it in 23 quarters since. The position peaked at $10.1M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Newbridge Financial Services Group held 58,215 shares of Oracle worth $8.56M as of Q1 2026.
  • Newbridge Financial Services Group bought 15,838 Oracle shares in Q1 2026, an estimated $2.57M.
  • Oracle made up 1.41% of Newbridge Financial Services Group's portfolio in Q1 2026, its #17 holding.
  • Newbridge Financial Services Group first reported a position in Oracle in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Oracle position peaked at $10.1M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.