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EFG Asset Management’s Oracle ORCL Stock Holding History

EFG Asset Management’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
2025
Q3 		$4.16M Buy
+14,797
New +$3.77M 0.54% 78

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EFG Asset Management's ORCL Position: Q3 2025 in Review

EFG Asset Management opened a new position in Oracle (ORCL) in Q3 2025: 14,797 shares worth $4.16M. The stake represents 0.54% of the portfolio and ranks #78 among its holdings.

3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • EFG Asset Management held 14,797 shares of Oracle worth $4.16M as of Q3 2025.
  • Oracle was a new EFG Asset Management position in Q3 2025.
  • Oracle made up 0.54% of EFG Asset Management's portfolio in Q3 2025, its #78 holding.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.