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Everest Management Corp’s Oracle ORCL Stock Holding History

Everest Management Corp’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 		$1.19M Buy
8,078
+1,832
+29% +$298K 0.6% 27
2025
Q4 		$1.22M Buy
6,246
+981
+19% +$234K 0.68% 22
2025
Q3 		$1.48M Buy
5,265
+45
+0.9% +$11.5K 0.94% 19
2025
Q2 		$1.14M Buy
5,220
+5
+0.1% +$807 0.82% 23
2025
Q1 		$729K Sell
5,215
-261
-5% -$42.5K 0.66% 24
2024
Q4 		$913K Buy
+5,476
New +$973K 0.8% 22

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

Everest Management Corp's ORCL Position: Q1 2026 in Review

Everest Management Corp increased its Oracle (ORCL) stake by 29% in Q1 2026, buying an estimated $298K and bringing the position to 8,078 shares worth $1.19M. The position accounts for 0.6% of the portfolio, ranked #27.

Everest Management Corp first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.48M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Everest Management Corp held 8,078 shares of Oracle worth $1.19M as of Q1 2026.
  • Everest Management Corp bought 1,832 Oracle shares in Q1 2026, an estimated $298K.
  • Oracle made up 0.6% of Everest Management Corp's portfolio in Q1 2026, its #27 holding.
  • Everest Management Corp first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Everest Management Corp's Oracle position peaked at $1.48M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Everest Management Corp's 13F filing for Q1 2026, filed 7 May 2026.