Newbridge Financial Services Group
ORCL icon

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
Q3 		$9.6M Buy
69,798
+10,769
+18% +$1.52M 1.1% 22
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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Newbridge Financial Services Group's ORCL Position: Q3 2026 in Review

Newbridge Financial Services Group increased its Oracle (ORCL) stake by 18% in Q3 2026, buying an estimated $1.52M and bringing the position to 69,798 shares worth $9.6M. The position accounts for 1.1% of the portfolio, ranked #22.

Newbridge Financial Services Group first reported a position in ORCL in Q3 2020 and has held it in 25 quarters since. The position peaked at $10.1M in Q3 2025. 1,249 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Newbridge Financial Services Group held 69,798 shares of Oracle worth $9.6M as of Q3 2026.
  • Newbridge Financial Services Group bought 10,769 Oracle shares in Q3 2026, an estimated $1.52M.
  • Oracle made up 1.1% of Newbridge Financial Services Group's portfolio in Q3 2026, its #22 holding.
  • Newbridge Financial Services Group first reported a position in Oracle in Q3 2020 and has held it in 25 quarters since.
  • Newbridge Financial Services Group's Oracle position peaked at $10.1M in Q3 2025.
  • 1,249 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.