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ORCL icon

NewEdge Wealth’s Oracle ORCL Stock Holding History

NewEdge Wealth’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 		$30.7M Buy
209,571
+3,392
+2% +$615K 0.31% 77
2026
Q1 		$30.3M Sell
206,179
-17,275
-8% -$2.81M 0.36% 70
2025
Q4 		$43.6M Buy
223,454
+13,623
+6% +$3.24M 0.49% 49
2025
Q3 		$52.5M Buy
209,831
+90,424
+76% +$23M 0.75% 28
2025
Q2 		$29.8M Buy
119,407
+79,903
+202% +$12.9M 0.47% 51
2025
Q1 		$5.52M Sell
39,504
-80,355
-67% -$13.1M 0.1% 168
2024
Q4 		$20M Buy
119,859
+89,278
+292% +$15.9M 0.35% 76
2024
Q3 		$5.21M Buy
30,581
+11,025
+56% +$1.6M 0.09% 186
2024
Q2 		$2.76M Buy
19,556
+630
+3% +$78.2K 0.06% 266
2024
Q1 		$2.18M Sell
18,926
-977
-5% -$112K 0.05% 315
2023
Q4 		$2.1M Buy
19,903
+2,095
+12% +$229K 0.05% 290
2023
Q3 		$1.89M Sell
17,808
-1,875
-10% -$217K 0.06% 268
2023
Q2 		$2.34M Buy
19,683
+14,455
+276% +$1.49M 0.08% 224
2023
Q1 		$486K Sell
5,228
-2,760
-35% -$242K 0.02% 411
2022
Q4 		$653K Buy
7,988
+3,469
+77% +$264K 0.03% 336
2022
Q3 		$276K Sell
4,519
-190
-4% -$13.9K 0.01% 443
2022
Q2 		$329K Buy
+4,709
New +$345K 0.01% 452

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

NewEdge Wealth's ORCL Position: Q2 2026 in Review

NewEdge Wealth increased its Oracle (ORCL) stake by 1.6% in Q2 2026, buying an estimated $615K and bringing the position to 209,571 shares worth $30.7M. The position accounts for 0.31% of the portfolio, ranked #77.

NewEdge Wealth first reported a position in ORCL in Q2 2022 and has held it in 17 quarters since. The position peaked at $52.5M in Q3 2025. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • NewEdge Wealth held 209,571 shares of Oracle worth $30.7M as of Q2 2026.
  • NewEdge Wealth bought 3,392 Oracle shares in Q2 2026, an estimated $615K.
  • Oracle made up 0.31% of NewEdge Wealth's portfolio in Q2 2026, its #77 holding.
  • NewEdge Wealth first reported a position in Oracle in Q2 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's Oracle position peaked at $52.5M in Q3 2025.
  • 3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.