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Northeast Financial Group’s Oracle ORCL Stock Holding History

Northeast Financial Group’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 		$210K Sell
1,428
-161
-10% -$26.2K 0.05% 83
2025
Q4 		$310K Sell
1,589
-6
-0.4% -$1.43K 0.07% 76
2025
Q3 		$449K Buy
1,595
+6
+0.4% +$1.53K 0.11% 53
2025
Q2 		$347K Buy
+1,589
New +$257K 0.1% 65
2025
Q1 		– Sell
-1,429
Closed -$238K – 92
2024
Q4 		$238K Hold
1,429
– – 0.09% 80
2024
Q3 		$244K Sell
1,429
-25
-2% -$3.62K 0.09% 70
2024
Q2 		$205K Buy
+1,454
New +$181K 0.09% 71

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

Northeast Financial Group's ORCL Position: Q1 2026 in Review

Northeast Financial Group reduced its Oracle (ORCL) stake by 10% in Q1 2026, selling an estimated $26.2K and leaving 1,428 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #83.

Northeast Financial Group first reported a position in ORCL in Q2 2024 and has held it in 7 quarters since. The position peaked at $449K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Northeast Financial Group held 1,428 shares of Oracle worth $210K as of Q1 2026.
  • Northeast Financial Group sold 161 Oracle shares in Q1 2026, an estimated $26.2K.
  • Oracle made up 0.05% of Northeast Financial Group's portfolio in Q1 2026, its #83 holding.
  • Northeast Financial Group first reported a position in Oracle in Q2 2024 and has held it in 7 quarters since.
  • Northeast Financial Group's Oracle position peaked at $449K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Northeast Financial Group's 13F filing for Q1 2026, filed 15 May 2026.