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	$601K	Sell	4,100 -900	-18%	-$163K	0.06%	172
2026 Q1	$736K	Buy	+5,000	New	+$813K	0.08%	138

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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. 3,540 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.
3,540 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.