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
Q3 		$74.2M Buy
540,320
+185,227
+52% +$26.1M 0.27% 87
2026
Q2 		$52M Sell
355,093
-327,121
-48% -$59.3M 0.17% 128
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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Vontobel Holding's ORCL Position: Q3 2026 in Review

Vontobel Holding increased its Oracle (ORCL) stake by 52% in Q3 2026, buying an estimated $26.1M and bringing the position to 540,320 shares worth $74.2M. The position accounts for 0.27% of the portfolio, ranked #87.

Vontobel Holding first reported a position in ORCL in Q4 2020 and has held it in 24 quarters since. The position peaked at $100M in Q1 2026. 1,678 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Vontobel Holding held 540,320 shares of Oracle worth $74.2M as of Q3 2026.
  • Vontobel Holding bought 185,227 Oracle shares in Q3 2026, an estimated $26.1M.
  • Oracle made up 0.27% of Vontobel Holding's portfolio in Q3 2026, its #87 holding.
  • Vontobel Holding first reported a position in Oracle in Q4 2020 and has held it in 24 quarters since.
  • Vontobel Holding's Oracle position peaked at $100M in Q1 2026.
  • 1,678 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.