Newman Dignan & Sheerar Inc’s Oracle ORCL Stock Holding History

Newman Dignan & Sheerar Inc’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	$981K	Sell	6,695 -96	-1%	-$17.4K	0.19%	91
2026 Q1	$999K	Buy	6,791 +63	+0.9%	+$10.2K	0.21%	82
2025 Q4	$1.31M	Sell	6,728 -380	-5%	-$90.5K	0.27%	68
2025 Q3	$2M	Sell	7,108 -50	-0.7%	-$12.7K	0.43%	55
2025 Q2	$1.56M	Sell	7,158 -67	-0.9%	-$10.8K	0.36%	62
2025 Q1	$1.01M	Buy	7,225 +119	+2%	+$19.4K	0.28%	75
2024 Q4	$1.18M	Sell	7,106 -100	-1%	-$17.8K	0.3%	72
2024 Q3	$1.24M	Hold	7,206	–	–	0.3%	73
2024 Q2	$1.02M	Buy	7,206 +139	+2%	+$17.3K	0.26%	81
2024 Q1	$888K	Sell	7,067 -382	-5%	-$43.7K	0.24%	92
2023 Q4	$785K	Buy	7,449 +754	+11%	+$82.3K	0.24%	94
2023 Q3	$709K	Hold	6,695	–	–	0.23%	95
2023 Q2	$797K	Sell	6,695 -100	-1%	-$10.3K	0.25%	94
2023 Q1	$631K	Sell	6,795 -16	-0.2%	-$1.4K	0.2%	100
2022 Q4	$557K	Hold	6,811	–	–	0.18%	104
2022 Q3	$416	Hold	6,811	–	–	0.07%	119
2022 Q2	$476K	Buy	6,811 +1	+0%	+$73	0.16%	116
2022 Q1	$563	Buy	6,810 +1	+0%	+$81	0.11%	105
2021 Q4	$594K	Buy	6,809 +14	+0.2%	+$1.31K	0.18%	105
2021 Q3	$592K	Hold	6,795	–	–	0.17%	100
2021 Q2	$529K	Hold	6,795	–	–	0.18%	104
2021 Q1	$477K	Sell	6,795 -200	-3%	-$12.9K	0.17%	109
2020 Q4	$453	Hold	6,995	–	–	0.07%	103
2020 Q3	$418K	Hold	6,995	–	–	0.17%	106
2020 Q2	$386K	Sell	6,995 -207	-3%	-$11K	0.17%	104
2020 Q1	$383K	Sell	7,202 -3,471	-33%	-$179K	0.2%	97
2019 Q4	$565	Buy	10,673 +271	+3%	+$14.9K	0.06%	93
2019 Q3	$572K	Hold	10,402	–	–	0.27%	87
2019 Q2	$593	Sell	10,402 -200	-2%	-$10.8K	0.02%	88
2019 Q1	$569K	Sell	10,602 -200	-2%	-$10.2K	0.23%	84
2018 Q4	$488	Sell	10,802 -100	-0.9%	-$4.79K	0.04%	91
2018 Q3	$538K	Sell	10,902 -5	-0%	-$243	0.24%	94
2018 Q2	$481	Hold	10,907	–	–	0.03%	95
2018 Q1	$503K	Sell	10,907 -1,220	-10%	-$60.7K	0.25%	95
2017 Q4	$573K	Sell	12,127 -600	-5%	-$29.4K	0.29%	91
2017 Q3	$615K	Hold	12,727	–	–	0.33%	84
2017 Q2	$638K	Hold	12,727	–	–	0.35%	80
2017 Q1	$568	Hold	12,727	–	–	0.25%	85
2016 Q4	$489K	Hold	12,727	–	–	0.3%	93
2016 Q3	$500K	Buy	12,727 +400	+3%	+$16.3K	0.31%	88
2016 Q2	$505K	Sell	12,327 -6,920	-36%	-$276K	0.32%	90
2016 Q1	$787K	Sell	19,247 -325	-2%	-$12K	0.57%	50
2015 Q4	$715K	Sell	19,572 -650	-3%	-$24.8K	0.5%	59
2015 Q3	$730K	Sell	20,222 -6,700	-25%	-$258K	0.47%	50
2015 Q2	$1.08M	Sell	26,922 -1,450	-5%	-$62.9K	0.78%	38
2015 Q1	$1.22M	Sell	28,372 -900	-3%	-$39K	0.87%	33
2014 Q4	$1.32K	Hold	29,272	–	–	0.79%	31
2014 Q3	$1.12M	Sell	29,272 -1,225	-4%	-$49.6K	0.84%	35
2014 Q2	$12.4K	Sell	30,497 -2,300	-7%	-$94.6K	7.04%	1
2014 Q1	$1.34M	Sell	32,797 -713	-2%	-$27.1K	0.96%	30
2013 Q4	$1.28K	Buy	33,510 +857	+3%	+$29.5K	0.06%	32
2013 Q3	$1.08M	Buy	32,653 +1,250	+4%	+$40.6K	0.84%	40
2013 Q2	$964	Buy	+31,403	New	+$1.04M	0.07%	39

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Newman Dignan & Sheerar Inc's ORCL Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Oracle (ORCL) stake by 1.4% in Q2 2026, selling an estimated $17.4K and leaving 6,695 shares worth $981K. The position accounts for 0.19% of the portfolio, ranked #91.

Newman Dignan & Sheerar Inc first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $2M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Newman Dignan & Sheerar Inc held 6,695 shares of Oracle worth $981K as of Q2 2026.
Newman Dignan & Sheerar Inc sold 96 Oracle shares in Q2 2026, an estimated $17.4K.
Oracle made up 0.19% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #91 holding.
Newman Dignan & Sheerar Inc first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
Newman Dignan & Sheerar Inc's Oracle position peaked at $2M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.