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 Q1	$736K	Buy	+5,000	New	+$813K	0.08%	138

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ZEGA Investments's ORCL Position: Q1 2026 in Review

ZEGA Investments increased its Oracle (ORCL) stake by 41% in Q1 2026, buying an estimated $336K and bringing the position to 7,137 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #104.

ZEGA Investments first reported a position in ORCL in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.26M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

ZEGA Investments held 7,137 shares of Oracle worth $1.05M as of Q1 2026.
ZEGA Investments bought 2,070 Oracle shares in Q1 2026, an estimated $336K.
Oracle made up 0.12% of ZEGA Investments's portfolio in Q1 2026, its #104 holding.
ZEGA Investments first reported a position in Oracle in Q4 2024 and has held it in 4 quarters since.
ZEGA Investments's Oracle position peaked at $1.26M in Q3 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.