Vontobel Holding
ORCL icon

Vontobel Holding’s Oracle ORCL Stock Holding History

Vontobel 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 		$100M Buy
682,214
+235,758
+53% +$38.3M 0.35% 63
2025
Q4 		$87M Buy
446,456
+218,417
+96% +$52M 0.27% 74
2025
Q3 		$64.1M Sell
228,039
-34,771
-13% -$8.85M 0.19% 87
2025
Q2 		$57.5M Sell
262,810
-208,574
-44% -$33.7M 0.18% 92
2025
Q1 		$65.9M Buy
471,384
+132,501
+39% +$21.6M 0.24% 68
2024
Q4 		$56.5M Sell
338,883
-85,142
-20% -$15.1M 0.19% 76
2024
Q3 		$72.3M Sell
424,025
-29,436
-6% -$4.26M 0.23% 71
2024
Q2 		$64M Buy
453,461
+37,528
+9% +$4.66M 0.21% 74
2024
Q1 		$52.2M Buy
415,933
+20,908
+5% +$2.39M 0.42% 59
2023
Q4 		$41.6M Sell
395,025
-14,108
-3% -$1.54M 0.35% 73
2023
Q3 		$43.3M Buy
409,133
+40,649
+11% +$4.71M 0.4% 61
2023
Q2 		$43.9M Buy
368,484
+9,561
+3% +$989K 0.39% 64
2023
Q1 		$33.4M Buy
358,923
+97,487
+37% +$8.55M 0.31% 87
2022
Q4 		$21M Sell
261,436
-24,266
-8% -$1.84M 0.21% 122
2022
Q3 		$17.4M Sell
285,702
-38,443
-12% -$2.81M 0.2% 117
2022
Q2 		$22.4M Buy
324,145
+15,443
+5% +$1.13M 0.24% 101
2022
Q1 		$25.7M Buy
308,702
+84,013
+37% +$6.8M 0.22% 102
2021
Q4 		$19.8M Buy
224,689
+51,307
+30% +$4.82M 0.16% 128
2021
Q3 		$15.1M Sell
173,382
-1,375
-0.8% -$121K 0.13% 140
2021
Q2 		$13.6M Sell
174,757
-9,608
-5% -$752K 0.12% 147
2021
Q1 		$12.9M Buy
184,365
+65,239
+55% +$4.22M 0.1% 138
2020
Q4 		$7.52M Buy
+119,126
New +$7.09M 0.05% 217

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

Vontobel Holding's ORCL Position: Q1 2026 in Review

Vontobel Holding increased its Oracle (ORCL) stake by 53% in Q1 2026, buying an estimated $38.3M and bringing the position to 682,214 shares worth $100M. The position accounts for 0.35% of the portfolio, ranked #63.

Vontobel Holding first reported a position in ORCL in Q4 2020 and has held it in 22 quarters since. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Vontobel Holding held 682,214 shares of Oracle worth $100M as of Q1 2026.
  • Vontobel Holding bought 235,758 Oracle shares in Q1 2026, an estimated $38.3M.
  • Oracle made up 0.35% of Vontobel Holding's portfolio in Q1 2026, its #63 holding.
  • Vontobel Holding first reported a position in Oracle in Q4 2020 and has held it in 22 quarters since.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.