Sierra Summit Advisors’s Oracle ORCL Stock Holding History

Sierra Summit Advisors’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	$311K	Sell	2,125 -1,144	-35%	-$207K	0.03%	172
2026 Q1	$481K	Sell	3,269 -235	-7%	-$38.2K	0.07%	154
2025 Q4	$683K	Hold	3,504	–	–	0.1%	134
2025 Q3	$985K	Sell	3,504 -35	-1%	-$8.91K	0.15%	87
2025 Q2	$774K	Sell	3,539 -1,641	-32%	-$265K	0.14%	105
2025 Q1	$724K	Sell	5,180 -424	-8%	-$69K	0.16%	98
2024 Q4	$934K	Sell	5,604 -167	-3%	-$29.7K	0.19%	70
2024 Q3	$983K	Buy	5,771 +2,485	+76%	+$360K	0.23%	60
2024 Q2	$464K	Buy	3,286 +1,161	+55%	+$144K	0.12%	98
2024 Q1	$267K	Sell	2,125 -58,482	-96%	-$6.69M	0.07%	138
2023 Q4	$6.39M	Buy	+60,607	New	+$6.61M	1.86%	24

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Sierra Summit Advisors's ORCL Position: Q2 2026 in Review

Sierra Summit Advisors reduced its Oracle (ORCL) stake by 35% in Q2 2026, selling an estimated $207K and leaving 2,125 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #172.

Sierra Summit Advisors first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.39M in Q4 2023. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Sierra Summit Advisors held 2,125 shares of Oracle worth $311K as of Q2 2026.
Sierra Summit Advisors sold 1,144 Oracle shares in Q2 2026, an estimated $207K.
Oracle made up 0.03% of Sierra Summit Advisors's portfolio in Q2 2026, its #172 holding.
Sierra Summit Advisors first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Sierra Summit Advisors's Oracle position peaked at $6.39M in Q4 2023.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.