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Unigestion Holding’s Oracle ORCL Stock Holding History

Unigestion 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
2025
Q1 		$2.32M Buy
16,586
+7,433
+81% +$1.21M 0.14% 107
2024
Q4 		$1.53M Sell
9,153
-24,008
-72% -$4.26M 0.09% 100
2024
Q3 		$5.65M Sell
33,161
-135,150
-80% -$19.6M 0.27% 72
2024
Q2 		$17.7M Buy
168,311
+29,856
+22% +$3.71M 0.98% 43
2024
Q1 		$17.4M Sell
138,455
-29,856
-18% -$3.42M 0.85% 50
2023
Q4 		$17.7M Buy
168,311
+53,999
+47% +$5.89M 0.98% 43
2023
Q3 		$12.1M Sell
114,312
-244,538
-68% -$28.3M 0.74% 43
2023
Q2 		$42.3M Sell
358,850
-37,732
-10% -$3.9M 2.44% 12
2023
Q1 		$35.9M Sell
396,582
-70,644
-15% -$6.19M 1.95% 16
2022
Q4 		$38M Buy
467,226
+53,346
+13% +$4.05M 2.02% 15
2022
Q3 		$25.4M Sell
413,880
-33,396
-7% -$2.44M 1.48% 21
2022
Q2 		$31.3M Buy
447,276
+191,951
+75% +$14.1M 1.75% 22
2022
Q1 		$21.3M Buy
255,325
+38,401
+18% +$3.11M 0.91% 37
2021
Q4 		$18.9M Sell
216,924
-293,448
-57% -$27.6M 0.77% 40
2021
Q3 		$44.5M Buy
510,372
+160,083
+46% +$14.1M 1.8% 24
2021
Q2 		$27.4M Buy
350,289
+110,890
+46% +$8.68M 0.99% 38
2021
Q1 		$16.8M Sell
239,399
-11,323
-5% -$733K 0.6% 47
2020
Q4 		$16.2M Sell
250,722
-55,408
-18% -$3.3M 0.56% 44
2020
Q3 		$18.3M Sell
306,130
-155,739
-34% -$8.85M 0.63% 46
2020
Q2 		$25.5M Buy
461,869
+21,799
+5% +$1.15M 0.86% 40
2020
Q1 		$21.3M Buy
+440,070
New +$22.7M 0.79% 42
2019
Q3 		$19.3M Sell
350,221
-248,521
-42% -$13.7M 0.53% 57
2019
Q2 		$34.1M Sell
598,742
-17,449
-3% -$944K 0.91% 44
2019
Q1 		$33.1M Sell
616,191
-189,440
-24% -$9.65M 0.88% 40
2018
Q4 		$36.4M Buy
805,631
+61,631
+8% +$2.95M 0.91% 38
2018
Q3 		$38.4M Hold
744,000
– – 0.81% 44
2018
Q2 		$32.8M Buy
+744,000
New +$34.3M 0.65% 58

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Unigestion Holding's ORCL Position: Q1 2025 in Review

Unigestion Holding increased its Oracle (ORCL) stake by 81% in Q1 2025, buying an estimated $1.21M and bringing the position to 16,586 shares worth $2.32M. The position accounts for 0.14% of the portfolio, ranked #107.

Unigestion Holding first reported a position in ORCL in Q2 2018 and has held it in 27 quarters since. The position peaked at $44.5M in Q3 2021. 3,246 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Unigestion Holding held 16,586 shares of Oracle worth $2.32M as of Q1 2025.
  • Unigestion Holding bought 7,433 Oracle shares in Q1 2025, an estimated $1.21M.
  • Oracle made up 0.14% of Unigestion Holding's portfolio in Q1 2025, its #107 holding.
  • Unigestion Holding first reported a position in Oracle in Q2 2018 and has held it in 27 quarters since.
  • Unigestion Holding's Oracle position peaked at $44.5M in Q3 2021.
  • 3,246 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.