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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
Q2 		$88.7K Buy
704
+457
+185% +$82.8K 0.02% 287
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Synergy Investment Management's ORCL Position: Q2 2026 in Review

Synergy Investment Management increased its Oracle (ORCL) stake by 185% in Q2 2026, buying an estimated $82.8K and bringing the position to 704 shares worth $88.7K. The position accounts for 0.02% of the portfolio, ranked #287.

Synergy Investment Management first reported a position in ORCL in Q4 2024 and has held it in 4 quarters since. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Synergy Investment Management held 704 shares of Oracle worth $88.7K as of Q2 2026.
  • Synergy Investment Management bought 457 Oracle shares in Q2 2026, an estimated $82.8K.
  • Oracle made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #287 holding.
  • Synergy Investment Management first reported a position in Oracle in Q4 2024 and has held it in 4 quarters since.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.