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ORCL icon

NewEdge Advisors’s Oracle ORCL Stock Holding History

NewEdge 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 		$56.1M Sell
381,102
-49,387
-11% -$8.03M 0.2% 97
2025
Q4 		$83.9M Buy
430,489
+112,783
+35% +$26.9M 0.3% 63
2025
Q3 		$89.4M Buy
317,706
+12,174
+4% +$3.1M 0.41% 43
2025
Q2 		$66.8M Sell
305,532
-227,437
-43% -$36.7M 0.34% 57
2025
Q1 		$74.5M Buy
532,969
+21,022
+4% +$3.42M 0.44% 40
2024
Q4 		$85.3M Buy
511,947
+15,496
+3% +$2.75M 0.51% 32
2024
Q3 		$84.6M Buy
496,451
+1,700
+0.3% +$246K 0.55% 28
2024
Q2 		$69.9M Buy
494,751
+24,099
+5% +$2.99M 0.51% 31
2024
Q1 		$59.1M Sell
470,652
-3,211
-0.7% -$368K 0.52% 31
2023
Q4 		$50.4M Sell
473,863
-17,419
-4% -$1.9M 0.48% 39
2023
Q3 		$52M Buy
491,282
+6,220
+1% +$720K 0.57% 27
2023
Q2 		$57.8M Buy
485,062
+747
+0.2% +$77.2K 0.65% 17
2023
Q1 		$45.1M Buy
484,315
+9,208
+2% +$807K 0.56% 30
2022
Q4 		$8.04M Buy
475,107
+339,005
+249% +$25.8M 0.22% 104
2022
Q3 		$8.31M Sell
136,102
-1,754
-1% -$128K 0.14% 165
2022
Q2 		$9.63M Buy
137,856
+3,219
+2% +$236K 0.16% 145
2022
Q1 		$11.1M Sell
134,637
-299,245
-69% -$24.2M 0.18% 134
2021
Q4 		$37.8M Buy
433,882
+56,119
+15% +$5.27M 0.57% 30
2021
Q3 		$32.9M Buy
377,763
+29,890
+9% +$2.64M 0.81% 19
2021
Q2 		$27.1M Buy
347,873
+296,690
+580% +$23.2M 0.72% 27
2021
Q1 		$3.59M Sell
51,183
-3,913
-7% -$253K 0.11% 197
2020
Q4 		$3.56M Sell
55,096
-16,811
-23% -$1M 0.12% 177
2020
Q3 		$4.29M Buy
71,907
+6,695
+10% +$380K 0.15% 144
2020
Q2 		$3.6M Buy
65,212
+12,970
+25% +$687K 0.14% 142
2020
Q1 		$2.52M Buy
52,242
+16,083
+44% +$830K 0.12% 162
2019
Q4 		$1.92M Buy
36,159
+3,965
+12% +$218K 0.08% 255
2019
Q3 		$1.77M Buy
32,194
+3,185
+11% +$176K 0.08% 240
2019
Q2 		$1.65M Sell
29,009
-2,338
-7% -$127K 0.1% 201
2019
Q1 		$1.68M Buy
31,347
+4,450
+17% +$227K 0.11% 188
2018
Q4 		$1.21K Buy
26,897
+4,880
+22% +$234K 0.08% 224
2018
Q3 		$1.14M Buy
22,017
+1,582
+8% +$76.8K 0.09% 214
2018
Q2 		$919 Buy
20,435
+1,377
+7% +$63.4K 0.08% 220
2018
Q1 		$858K Buy
19,058
+6,612
+53% +$329K 0.1% 199
2017
Q4 		$610K Buy
12,446
+746
+6% +$36.6K 0.08% 212
2017
Q3 		$566K Buy
11,700
+3,586
+44% +$178K 0.09% 200
2017
Q2 		$403K Buy
8,114
+1,191
+17% +$54.3K 0.07% 217
2017
Q1 		$307K Buy
6,923
+165
+2% +$6.87K 0.07% 208
2016
Q4 		$264K Buy
6,758
+35
+0.5% +$1.37K 0.07% 208
2016
Q3 		$264K Buy
+6,723
New +$274K 0.08% 180

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

NewEdge Advisors's ORCL Position: Q1 2026 in Review

NewEdge Advisors reduced its Oracle (ORCL) stake by 11% in Q1 2026, selling an estimated $8.03M and leaving 381,102 shares worth $56.1M. The position accounts for 0.2% of the portfolio, ranked #97.

NewEdge Advisors first reported a position in ORCL in Q3 2016 and has held it in 39 quarters since. The position peaked at $89.4M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • NewEdge Advisors held 381,102 shares of Oracle worth $56.1M as of Q1 2026.
  • NewEdge Advisors sold 49,387 Oracle shares in Q1 2026, an estimated $8.03M.
  • Oracle made up 0.2% of NewEdge Advisors's portfolio in Q1 2026, its #97 holding.
  • NewEdge Advisors first reported a position in Oracle in Q3 2016 and has held it in 39 quarters since.
  • NewEdge Advisors's Oracle position peaked at $89.4M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.