Newton One Investments’s Oracle ORCL Stock Holding History

Newton One Investments’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	$229K	Buy	1,561 +4	+0.3%	+$725	0.06%	39
2026 Q1	$229K	Buy	1,557 +4	+0.3%	+$650	0.06%	38
2025 Q4	$303K	Buy	1,553 +3	+0.2%	+$714	0.09%	36
2025 Q3	$436K	Buy	1,550 +3	+0.2%	+$764	0.13%	29
2025 Q2	$338K	Buy	1,547 +6	+0.4%	+$969	0.11%	34
2025 Q1	$215K	Buy	1,541 +3	+0.2%	+$488	0.08%	39
2024 Q4	$256K	Buy	1,538 +4	+0.3%	+$711	0.1%	38
2024 Q3	$261K	Buy	1,534 +4	+0.3%	+$579	0.1%	36
2024 Q2	$216K	Buy	1,530 +6	+0.4%	+$745	0.09%	41
2024 Q1	$191K	Buy	1,524 +5	+0.3%	+$572	0.08%	43
2023 Q4	$160K	Buy	1,519 +6	+0.4%	+$655	0.07%	45
2023 Q3	$160K	Buy	1,513 +5	+0.3%	+$579	0.1%	43
2023 Q2	$180K	Buy	1,508 +6	+0.4%	+$620	0.1%	40
2023 Q1	$140K	Hold	1,502	–	–	0.08%	43
2022 Q4	$123K	Hold	1,502	–	–	0.08%	47
2022 Q3	$92K	Hold	1,502	–	–	0.07%	51
2022 Q2	$105K	Hold	1,502	–	–	0.08%	49
2022 Q1	$124K	Hold	1,502	–	–	0.09%	48
2021 Q4	$131K	Buy	1,502 +5	+0.3%	+$469	0.09%	49
2021 Q3	$130K	Buy	1,497 +6	+0.4%	+$530	0.1%	47
2021 Q2	$116K	Buy	1,491 +6	+0.4%	+$470	0.09%	49
2021 Q1	$104K	Buy	1,485 +6	+0.4%	+$388	0.09%	38
2020 Q4	$96K	Buy	+1,479	New	+$88K	0.09%	38

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

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Newton One Investments's ORCL Position: Q2 2026 in Review

Newton One Investments increased its Oracle (ORCL) stake by 0.26% in Q2 2026, buying an estimated $725 and bringing the position to 1,561 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #39.

Newton One Investments first reported a position in ORCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $436K in Q3 2025. 1,601 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Newton One Investments held 1,561 shares of Oracle worth $229K as of Q2 2026.
Newton One Investments bought 4 Oracle shares in Q2 2026, an estimated $725.
Oracle made up 0.06% of Newton One Investments's portfolio in Q2 2026, its #39 holding.
Newton One Investments first reported a position in Oracle in Q4 2020 and has held it in 23 quarters since.
Newton One Investments's Oracle position peaked at $436K in Q3 2025.
1,601 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.