Kohmann Bosshard Financial Services’s Oracle ORCL Stock Holding History

Kohmann Bosshard Financial Services’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 Q2	$219K	Hold	1,494	–	–	0.02%	212
2026 Q1	$220K	Hold	1,494	–	–	0.02%	192
2025 Q4	$291K	Sell	1,494 -10	-0.7%	-$2.38K	0.03%	219
2025 Q3	$423K	Hold	1,504	–	–	0.04%	142
2025 Q2	$329K	Hold	1,504	–	–	0.04%	139
2025 Q1	$210K	Sell	1,504 -9	-0.6%	-$1.47K	0.02%	207
2024 Q4	$252K	Buy	1,513 +9	+0.6%	+$1.6K	0.03%	173
2024 Q3	$256K	Buy	+1,504	New	+$218K	0.03%	175
2020 Q3	–	Sell	-1,810	Closed	-$101K	–	117
2020 Q2	$101K	Sell	1,810 -700	-28%	-$37.1K	0.04%	124
2020 Q1	$121K	Buy	+2,510	New	+$130K	0.05%	101
2019 Q3	–	Sell	-3,245	Closed	-$185K	–	117
2019 Q2	$185K	Buy	3,245 +1,375	+74%	+$74.4K	0.08%	83
2019 Q1	$100K	Sell	1,870 -1,000	-35%	-$50.9K	0.05%	102
2018 Q4	$130K	Hold	2,870	–	–	0.07%	87
2018 Q3	$148K	Hold	2,870	–	–	0.07%	78
2018 Q2	$126K	Buy	+2,870	New	+$132K	0.07%	81

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kohmann Bosshard Financial Services's ORCL Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its Oracle (ORCL) position steady in Q2 2026 at 1,494 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #212.

Kohmann Bosshard Financial Services first reported a position in ORCL in Q2 2018 and has held it in 15 quarters since. The position peaked at $423K in Q3 2025. 1,240 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Kohmann Bosshard Financial Services held 1,494 shares of Oracle worth $219K as of Q2 2026.
Kohmann Bosshard Financial Services left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.02% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #212 holding.
Kohmann Bosshard Financial Services first reported a position in Oracle in Q2 2018 and has held it in 15 quarters since.
Kohmann Bosshard Financial Services's Oracle position peaked at $423K in Q3 2025.
1,240 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.