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NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

ORCL holding history

Oracle Corp in every 13F filed by NewEdge Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ORCL overviewAll 13F holders of ORCLFull Q2 2026 holdings

Shares (Q2 2026)
209,571
Value
$30.7M
% of portfolio
0.3%
Quarters held
17
Since Q2 2022
Holdings of ORCL by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026209,571$30.7M0.3%+3,392+1.6%AddedHolders
Q1 2026206,179$30.3M0.4%−17,275−7.7%ReducedHolders
Q4 2025223,454$43.6M0.5%+13,623+6.5%AddedHolders
Q3 2025209,831$52.5M0.8%+90,424+75.7%AddedHolders
Q2 2025119,407$29.8M0.5%+79,903+202.3%AddedHolders
Q1 202539,504$5.52M0.1%−80,355−67.0%ReducedHolders
Q4 2024119,859$20.0M0.3%+89,278+291.9%AddedHolders
Q3 202430,581$5.21M0.1%+11,025+56.4%AddedHolders
Q2 202419,556$2.76M0.1%+630+3.3%AddedHolders
Q1 202418,926$2.18M<0.1%−977−4.9%ReducedHolders
Q4 202319,903$2.10M0.1%+2,095+11.8%AddedHolders
Q3 202317,808$1.89M0.1%−1,875−9.5%ReducedHolders
Q2 202319,683$2.34M0.1%+14,455+276.5%AddedHolders
Q1 20235,228$485.7K<0.1%−2,760−34.6%ReducedHolders
Q4 20227,988$652.9K<0.1%+3,469+76.8%AddedHolders
Q3 20224,519$276.0K<0.1%−190−4.0%ReducedHolders
Q2 20224,709$329.0K<0.1%+4,709NewHolders