NC
ORCL icon

NewSquare Capital’s Oracle ORCL Stock Holding History

NewSquare Capital’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 		$661K Buy
4,491
+136
+3% +$22.1K 0.06% 148
2025
Q4 		$849K Sell
4,355
-199
-4% -$47.4K 0.07% 137
2025
Q3 		$1.28M Buy
4,554
+276
+6% +$70.3K 0.09% 131
2025
Q2 		$935K Buy
4,278
+1,741
+69% +$281K 0.07% 128
2025
Q1 		$355K Buy
2,537
+2,411
+1,913% +$393K 0.03% 157
2024
Q4 		$21K Buy
+126
New +$22.4K ﹤0.01% 228
2024
Q3 		– Sell
-125
Closed -$17.6K – 374
2024
Q2 		$17.6K Sell
125
-75
-38% -$9.31K ﹤0.01% 202
2024
Q1 		$25.1K Hold
200
– – ﹤0.01% 204
2023
Q4 		$21.1K Sell
200
-4,914
-96% -$536K ﹤0.01% 225
2023
Q3 		$542K Buy
5,114
+5,084
+16,947% +$588K 0.06% 137
2023
Q2 		$3.57K Sell
30
-253
-89% -$26.2K ﹤0.01% 456
2023
Q1 		$26.3K Buy
283
+253
+843% +$22.2K ﹤0.01% 245
2022
Q4 		$2.45K Sell
30
-208
-87% -$15.8K ﹤0.01% 460
2022
Q3 		$15K Buy
238
+38
+19% +$2.78K ﹤0.01% 235
2022
Q2 		$14K Hold
200
– – ﹤0.01% 237
2022
Q1 		$17K Sell
200
-109
-35% -$8.83K ﹤0.01% 243
2021
Q4 		$27K Hold
309
– – ﹤0.01% 224
2021
Q3 		$27K Buy
309
+200
+183% +$17.7K ﹤0.01% 220
2021
Q2 		$8K Hold
109
– – ﹤0.01% 278
2021
Q1 		$8K Hold
109
– – ﹤0.01% 260
2020
Q4 		$7K Buy
109
+93
+581% +$5.54K ﹤0.01% 266
2020
Q3 		$1K Sell
16
-46
-74% -$2.61K ﹤0.01% 317
2020
Q2 		$3K Sell
62
-154
-71% -$8.16K ﹤0.01% 295
2020
Q1 		$10K Buy
216
+200
+1,250% +$10.3K ﹤0.01% 239
2019
Q4 		$1K Hold
16
– – ﹤0.01% 296
2019
Q3 		$1K Sell
16
-150
-90% -$8.29K ﹤0.01% 268
2019
Q2 		$9K Hold
166
– – ﹤0.01% 257
2019
Q1 		$9K Hold
166
– – ﹤0.01% 251
2018
Q4 		$7K Hold
166
– – ﹤0.01% 250
2018
Q3 		$9K Buy
166
+16
+11% +$777 ﹤0.01% 249
2018
Q2 		$7K Hold
150
– – ﹤0.01% 249
2018
Q1 		$7K Hold
150
– – ﹤0.01% 247
2017
Q4 		$7K Sell
150
-50
-25% -$2.45K ﹤0.01% 247
2017
Q3 		$10K Hold
200
– – ﹤0.01% 214
2017
Q2 		$10K Hold
200
– – ﹤0.01% 197
2017
Q1 		$9K Sell
200
-566
-74% -$23.6K ﹤0.01% 212
2016
Q4 		$29K Buy
766
+196
+34% +$7.67K 0.01% 165
2016
Q3 		$22K Hold
570
– – 0.01% 203
2016
Q2 		$23K Sell
570
-93
-14% -$3.71K 0.01% 205
2016
Q1 		$27K Buy
663
+420
+173% +$15.5K 0.01% 201
2015
Q4 		$9K Sell
243
-1,217
-83% -$46.5K ﹤0.01% 235
2015
Q3 		$53K Hold
1,460
– – 0.02% 138
2015
Q2 		$59K Buy
1,460
+200
+16% +$8.68K 0.02% 144
2015
Q1 		$54K Hold
1,260
– – 0.02% 138
2014
Q4 		$57K Hold
1,260
– – 0.02% 148
2014
Q3 		$48K Hold
1,260
– – 0.02% 163
2014
Q2 		$51K Hold
1,260
– – 0.02% 153
2014
Q1 		$52K Hold
1,260
– – 0.02% 138
2013
Q4 		$48K Hold
1,260
– – 0.02% 122
2013
Q3 		$42K Hold
1,260
– – 0.02% 118
2013
Q2 		$39K Buy
+1,260
New +$41.8K 0.02% 123

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

NewSquare Capital's ORCL Position: Q1 2026 in Review

NewSquare Capital increased its Oracle (ORCL) stake by 3.1% in Q1 2026, buying an estimated $22.1K and bringing the position to 4,491 shares worth $661K. The position accounts for 0.06% of the portfolio, ranked #148.

NewSquare Capital first reported a position in ORCL in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.28M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • NewSquare Capital held 4,491 shares of Oracle worth $661K as of Q1 2026.
  • NewSquare Capital bought 136 Oracle shares in Q1 2026, an estimated $22.1K.
  • Oracle made up 0.06% of NewSquare Capital's portfolio in Q1 2026, its #148 holding.
  • NewSquare Capital first reported a position in Oracle in Q2 2013 and has held it in 51 quarters since.
  • NewSquare Capital's Oracle position peaked at $1.28M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.