WFG
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Wormser Freres Gestion’s Oracle ORCL Stock Holding History

Wormser Freres Gestion’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 		– Sell
-27
Closed -$4.06K – 69
2026
Q1 		$4.06K Sell
27
-1,086
-98% -$177K ﹤0.01% 42
2025
Q4 		$217K Sell
1,113
-24,691
-96% -$5.88M 0.12% 30
2025
Q3 		$7.3M Buy
25,804
+1,254
+5% +$319K 4.06% 13
2025
Q2 		$5.37M Buy
+24,550
New +$3.96M 3.19% 17

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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wormser Freres Gestion's ORCL Position: Q2 2026 in Review

Wormser Freres Gestion sold out of Oracle (ORCL) in Q2 2026, closing a stake of 27 shares — an estimated $4.06K sold.

Wormser Freres Gestion first reported a position in ORCL in Q2 2025 and held it in 4 quarters. The position peaked at $7.3M in Q3 2025. 821 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Wormser Freres Gestion reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Wormser Freres Gestion sold 27 Oracle shares in Q2 2026, an estimated $4.06K.
  • Wormser Freres Gestion first reported a position in Oracle in Q2 2025 and held it in 4 quarters.
  • Wormser Freres Gestion's Oracle position peaked at $7.3M in Q3 2025.
  • 821 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wormser Freres Gestion's 13F filing for Q2 2026, filed 16 Jul 2026.