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Sompo Asset Management’s Oracle ORCL Stock Holding History

Sompo 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
2026
Q2 		$1M Sell
6,840
-80
-1% -$14.5K 0.16% 82
2026
Q1 		$1.02M Hold
6,920
– – 0.19% 80
2025
Q4 		$1.35M Hold
6,920
– – 0.23% 69
2025
Q3 		$1.95M Sell
6,920
-50
-0.7% -$12.7K 0.34% 51
2025
Q2 		$1.52M Buy
6,970
+190
+3% +$30.7K 0.26% 65
2025
Q1 		$948K Buy
6,780
+780
+13% +$127K 0.18% 85
2024
Q4 		$1,000K Hold
6,000
– – 0.17% 81
2024
Q3 		$1.02M Buy
6,000
+190
+3% +$27.5K 0.16% 85
2024
Q2 		$820K Sell
5,810
-820
-12% -$102K 0.14% 100
2024
Q1 		$833K Buy
6,630
+180
+3% +$20.6K 0.14% 103
2023
Q4 		$680K Sell
6,450
-850
-12% -$92.8K 0.12% 118
2023
Q3 		$773K Buy
7,300
+2,410
+49% +$279K 0.17% 99
2023
Q2 		$582K Buy
4,890
+220
+5% +$22.7K 0.11% 113
2023
Q1 		$434K Hold
4,670
– – 0.09% 124
2022
Q4 		$382K Sell
4,670
-80
-2% -$6.08K 0.09% 143
2022
Q3 		$290K Buy
4,750
+1,840
+63% +$135K 0.07% 153
2022
Q2 		$203K Sell
2,910
-430
-13% -$31.5K 0.05% 144
2022
Q1 		$276K Buy
3,340
+260
+8% +$21.1K 0.06% 140
2021
Q4 		$268K Buy
3,080
+250
+9% +$23.5K 0.05% 144
2021
Q3 		$246K Hold
2,830
– – 0.06% 136
2021
Q2 		$220K Buy
+2,830
New +$222K 0.05% 141
2020
Q3 		– Sell
-12,370
Closed -$684K – 133
2020
Q2 		$684K Sell
12,370
-13,950
-53% -$739K 0.17% 107
2020
Q1 		$1.27M Buy
26,320
+17,710
+206% +$914K 0.34% 75
2019
Q4 		$456K Buy
+8,610
New +$474K 0.11% 106
2018
Q3 		– Sell
-32,800
Closed -$1.45M – 98
2018
Q2 		$1.45M Buy
32,800
+1,810
+6% +$83.4K 0.33% 73
2018
Q1 		$1.42M Buy
30,990
+150
+0.5% +$7.46K 0.23% 74
2017
Q4 		$1.46M Buy
+30,840
New +$1.51M 0.21% 77

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Sompo Asset Management's ORCL Position: Q2 2026 in Review

Sompo Asset Management reduced its Oracle (ORCL) stake by 1.2% in Q2 2026, selling an estimated $14.5K and leaving 6,840 shares worth $1M. The position accounts for 0.16% of the portfolio, ranked #82.

Sompo Asset Management first reported a position in ORCL in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.95M in Q3 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Sompo Asset Management held 6,840 shares of Oracle worth $1M as of Q2 2026.
  • Sompo Asset Management sold 80 Oracle shares in Q2 2026, an estimated $14.5K.
  • Oracle made up 0.16% of Sompo Asset Management's portfolio in Q2 2026, its #82 holding.
  • Sompo Asset Management first reported a position in Oracle in Q4 2017 and has held it in 27 quarters since.
  • Sompo Asset Management's Oracle position peaked at $1.95M in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Sompo Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.