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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
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 $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 Wealth's ORCL Position: Q1 2026 in Review

NewEdge Wealth reduced its Oracle (ORCL) stake by 7.7% in Q1 2026, selling an estimated $2.81M and leaving 206,179 shares worth $30.3M. The position accounts for 0.36% of the portfolio, ranked #70.

NewEdge Wealth first reported a position in ORCL in Q2 2022 and has held it in 16 quarters since. The position peaked at $52.5M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • NewEdge Wealth held 206,179 shares of Oracle worth $30.3M as of Q1 2026.
  • NewEdge Wealth sold 17,275 Oracle shares in Q1 2026, an estimated $2.81M.
  • Oracle made up 0.36% of NewEdge Wealth's portfolio in Q1 2026, its #70 holding.
  • NewEdge Wealth first reported a position in Oracle in Q2 2022 and has held it in 16 quarters since.
  • NewEdge Wealth's Oracle position peaked at $52.5M in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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