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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
Q2 		$8.65M Buy
59,029
+814
+1% +$148K 1.07% 24
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 $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

Newbridge Financial Services Group's ORCL Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Oracle (ORCL) stake by 1.4% in Q2 2026, buying an estimated $148K and bringing the position to 59,029 shares worth $8.65M. The position accounts for 1.07% of the portfolio, ranked #24.

Newbridge Financial Services Group first reported a position in ORCL in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.1M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Newbridge Financial Services Group held 59,029 shares of Oracle worth $8.65M as of Q2 2026.
  • Newbridge Financial Services Group bought 814 Oracle shares in Q2 2026, an estimated $148K.
  • Oracle made up 1.07% of Newbridge Financial Services Group's portfolio in Q2 2026, its #24 holding.
  • Newbridge Financial Services Group first reported a position in Oracle in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's Oracle position peaked at $10.1M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.