ZI
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ZEGA Investments’s Oracle ORCL Stock Holding History

ZEGA Investments’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 		$1.51M Buy
10,302
+3,165
+44% +$574K 0.16% 76
2026
Q1 		$1.05M Buy
7,137
+2,070
+41% +$336K 0.12% 104
2025
Q4 		$988K Buy
5,067
+596
+13% +$142K 0.12% 96
2025
Q3 		$1.26M Buy
+4,471
New +$1.14M 0.17% 65
2025
Q1 		– Sell
-5,781
Closed -$1.06M – 156
2024
Q4 		$1.06M Buy
+5,781
New +$1.03M 0.27% 52

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ZEGA Investments's ORCL Position: Q2 2026 in Review

ZEGA Investments increased its Oracle (ORCL) stake by 44% in Q2 2026, buying an estimated $574K and bringing the position to 10,302 shares worth $1.51M. The position accounts for 0.16% of the portfolio, ranked #76.

ZEGA Investments first reported a position in ORCL in Q4 2024 and has held it in 5 quarters since. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • ZEGA Investments held 10,302 shares of Oracle worth $1.51M as of Q2 2026.
  • ZEGA Investments bought 3,165 Oracle shares in Q2 2026, an estimated $574K.
  • Oracle made up 0.16% of ZEGA Investments's portfolio in Q2 2026, its #76 holding.
  • ZEGA Investments first reported a position in Oracle in Q4 2024 and has held it in 5 quarters since.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.