EDRH
ORCL icon

Edmond de Rothschild Holding’s Oracle ORCL Stock Holding History

Edmond de Rothschild Holding’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 		$10.7M Buy
72,712
+5,217
+8% +$848K 0.15% 122
2025
Q4 		$13.2M Buy
67,495
+38,293
+131% +$9.12M 0.19% 108
2025
Q3 		$8.21M Sell
29,202
-7,115
-20% -$1.81M 0.13% 141
2025
Q2 		$7.94M Sell
36,317
-2,450
-6% -$396K 0.13% 140
2025
Q1 		$5.42M Buy
38,767
+2,242
+6% +$365K 0.1% 155
2024
Q4 		$6.09M Buy
36,525
+20,527
+128% +$3.65M 0.1% 152
2024
Q3 		$2.73M Sell
15,998
-6,325
-28% -$916K 0.04% 204
2024
Q2 		$3.15M Buy
22,323
+4,335
+24% +$538K 0.05% 187
2024
Q1 		$2.26M Buy
17,988
+4,826
+37% +$552K 0.04% 229
2023
Q4 		$1.39M Buy
13,162
+2,763
+27% +$302K 0.02% 273
2023
Q3 		$1.1M Buy
10,399
+15
+0.1% +$1.74K 0.02% 301
2023
Q2 		$1.24M Sell
10,384
-2,370
-19% -$245K 0.02% 304
2023
Q1 		$1.19M Buy
12,754
+172
+1% +$15.1K 0.03% 313
2022
Q4 		$1.03M Sell
12,582
-848
-6% -$64.4K 0.02% 322
2022
Q3 		$820K Buy
13,430
+93
+0.7% +$6.81K 0.02% 335
2022
Q2 		$931K Buy
13,337
+3,586
+37% +$263K 0.02% 342
2022
Q1 		$806K Sell
9,751
-2,803
-22% -$227K 0.02% 350
2021
Q4 		$1.1M Buy
12,554
+4,915
+64% +$461K 0.02% 356
2021
Q3 		$666K Sell
7,639
-5,173
-40% -$457K 0.02% 411
2021
Q2 		$998K Sell
12,812
-10,179
-44% -$797K 0.02% 359
2021
Q1 		$1.61M Buy
22,991
+2,836
+14% +$184K 0.04% 271
2020
Q4 		$1.3M Sell
20,155
-1,370
-6% -$81.6K 0.04% 267
2020
Q3 		$1.28M Buy
21,525
+7,262
+51% +$413K 0.05% 233
2020
Q2 		$788K Buy
14,263
+7,875
+123% +$417K 0.03% 253
2020
Q1 		$309K Buy
6,388
+610
+11% +$31.5K 0.02% 302
2019
Q4 		$305K Sell
5,778
-9,600
-62% -$528K 0.01% 335
2019
Q3 		$846K Buy
15,378
+8,870
+136% +$490K 0.03% 261
2019
Q2 		$370K Sell
6,508
-110
-2% -$5.95K 0.01% 323
2019
Q1 		$355K Sell
6,618
-1,737
-21% -$88.5K 0.01% 316
2018
Q4 		$376K Sell
8,355
-1,918
-19% -$91.9K 0.01% 332
2018
Q3 		$529K Buy
10,273
+3,686
+56% +$179K 0.02% 331
2018
Q2 		$290K Buy
6,587
+4,612
+234% +$212K 0.01% 405
2018
Q1 		$91K Sell
1,975
-78,247
-98% -$3.89M ﹤0.01% 571
2017
Q4 		$3.79M Sell
80,222
-53,498
-40% -$2.62M 0.11% 152
2017
Q3 		$6.46M Sell
133,720
-8,518
-6% -$424K 0.18% 107
2017
Q2 		$7.13M Buy
142,238
+7,093
+5% +$323K 0.2% 111
2017
Q1 		$6.03M Buy
135,145
+130,840
+3,039% +$5.45M 0.16% 111
2016
Q4 		$165K Sell
4,305
-4,843
-53% -$189K ﹤0.01% 515
2016
Q3 		$359K Sell
9,148
-2,250
-20% -$91.7K 0.01% 437
2016
Q2 		$467K Sell
11,398
-400
-3% -$16K 0.02% 382
2016
Q1 		$483K Sell
11,798
-2,500
-17% -$92.5K 0.02% 364
2015
Q4 		$522K Hold
14,298
– – 0.01% 354
2015
Q3 		$516K Sell
14,298
-4,215
-23% -$162K 0.01% 345
2015
Q2 		$746K Buy
+18,513
New +$803K 0.02% 326

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

Edmond de Rothschild Holding's ORCL Position: Q1 2026 in Review

Edmond de Rothschild Holding increased its Oracle (ORCL) stake by 7.7% in Q1 2026, buying an estimated $848K and bringing the position to 72,712 shares worth $10.7M. The position accounts for 0.15% of the portfolio, ranked #122.

Edmond de Rothschild Holding first reported a position in ORCL in Q2 2015 and has held it in 44 quarters since. The position peaked at $13.2M in Q4 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Edmond de Rothschild Holding held 72,712 shares of Oracle worth $10.7M as of Q1 2026.
  • Edmond de Rothschild Holding bought 5,217 Oracle shares in Q1 2026, an estimated $848K.
  • Oracle made up 0.15% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #122 holding.
  • Edmond de Rothschild Holding first reported a position in Oracle in Q2 2015 and has held it in 44 quarters since.
  • Edmond de Rothschild Holding's Oracle position peaked at $13.2M in Q4 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.