Bank Julius Baer & Co
ORCL icon

Bank Julius Baer & Co’s Oracle ORCL Stock Holding History

Bank Julius Baer & Co’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 		$89.7M Sell
618,784
-284,790
-32% -$46.3M 0.27% 77
2025
Q4 		$177M Sell
903,574
-287,671
-24% -$68.5M 0.49% 48
2025
Q3 		$335M Sell
1,191,245
-46,347
-4% -$11.8M 0.94% 23
2025
Q2 		$271M Sell
1,237,592
-897,508
-42% -$145M 0.8% 28
2025
Q1 		$299M Buy
2,135,100
+261,092
+14% +$42.5M 0.97% 24
2024
Q4 		$334M Buy
1,874,008
+115,738
+7% +$20.6M 1.03% 24
2024
Q3 		$335M Sell
1,758,270
-66,894
-4% -$9.69M 1.13% 24
2024
Q2 		$276M Sell
1,825,164
-82,574
-4% -$10.3M 1.06% 26
2024
Q1 		$239M Buy
1,907,738
+71,953
+4% +$8.24M 0.92% 27
2023
Q4 		$194M Buy
1,835,785
+628,342
+52% +$68.6M 0.82% 29
2023
Q3 		$128M Buy
1,207,443
+76,587
+7% +$8.87M 0.75% 33
2023
Q2 		$135M Sell
1,130,856
-53,634
-5% -$5.55M 0.8% 31
2023
Q1 		$110M Sell
1,184,490
-152,453
-11% -$13.4M 0.7% 35
2022
Q4 		$109M Buy
1,336,943
+43,017
+3% +$3.27M 0.75% 34
2022
Q3 		$79M Sell
1,293,926
-4,361
-0.3% -$319K 0.6% 44
2022
Q2 		$90.7M Buy
1,298,287
+63,939
+5% +$4.68M 0.64% 40
2022
Q1 		$102M Buy
1,234,348
+123,601
+11% +$10M 0.61% 43
2021
Q4 		$96.9M Sell
1,110,747
-14,695
-1% -$1.38M 0.52% 48
2021
Q3 		$98.1M Buy
1,125,442
+20,637
+2% +$1.82M 0.61% 41
2021
Q2 		$86M Sell
1,104,805
-2,669
-0.2% -$209K 0.55% 46
2021
Q1 		$77.7M Sell
1,107,474
-16,966
-2% -$1.1M 0.58% 44
2020
Q4 		$72.7M Sell
1,124,440
-110,323
-9% -$6.57M 0.6% 45
2020
Q3 		$73.7M Sell
1,234,763
-141,202
-10% -$8.02M 0.72% 38
2020
Q2 		$76.1M Sell
1,375,965
-137,191
-9% -$7.27M 0.88% 29
2020
Q1 		$73.1M Buy
+1,513,156
New +$78.1M 1.69% 11

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

Bank Julius Baer & Co's ORCL Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Oracle (ORCL) stake by 32% in Q1 2026, selling an estimated $46.3M and leaving 618,784 shares worth $89.7M. The position accounts for 0.27% of the portfolio, ranked #77.

Bank Julius Baer & Co first reported a position in ORCL in Q1 2020 and has held it in 25 quarters since. The position peaked at $335M in Q3 2024. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Bank Julius Baer & Co held 618,784 shares of Oracle worth $89.7M as of Q1 2026.
  • Bank Julius Baer & Co sold 284,790 Oracle shares in Q1 2026, an estimated $46.3M.
  • Oracle made up 0.27% of Bank Julius Baer & Co's portfolio in Q1 2026, its #77 holding.
  • Bank Julius Baer & Co first reported a position in Oracle in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's Oracle position peaked at $335M in Q3 2024.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.