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Synergy Investment Management’s Oracle ORCL Stock Holding History

Synergy Investment Management’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 		$36.3K Buy
+247
New +$40.1K 0.01% 324
2025
Q2 		– Sell
-174
Closed -$24.3K – 418
2025
Q1 		$24.3K Sell
174
-31
-15% -$5.05K 0.01% 294
2024
Q4 		$34K Buy
+205
New +$36.4K 0.01% 273

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

Synergy Investment Management's ORCL Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Oracle (ORCL) in Q1 2026: 247 shares worth $36.3K. The stake represents 0.01% of the portfolio and ranks #324 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in ORCL as recently as Q1 2025.

Synergy Investment Management first reported a position in ORCL in Q4 2024 and has held it in 3 quarters since. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Synergy Investment Management held 247 shares of Oracle worth $36.3K as of Q1 2026.
  • Oracle was a new Synergy Investment Management position in Q1 2026.
  • Oracle made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #324 holding.
  • Synergy Investment Management first reported a position in Oracle in Q4 2024 and has held it in 3 quarters since.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.