Stone Summit Wealth’s Oracle ORCL Stock Holding History

Stone Summit Wealth’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 Q3	$420K	Sell	3,056 -3	-0.1%	-$423	0.11%	99
2026 Q2	$448K	Sell	3,059 -25	-0.8%	-$4.53K	0.11%	104
2026 Q1	$454K	Sell	3,084 -42	-1%	-$6.83K	0.13%	97
2025 Q4	$609K	Sell	3,126 -9	-0.3%	-$2.14K	0.17%	86
2025 Q3	$882K	Buy	3,135 +441	+16%	+$112K	0.25%	69
2025 Q2	$589K	Sell	2,694 -23	-0.8%	-$3.71K	0.18%	88
2025 Q1	$380K	Sell	2,717 -31	-1%	-$5.05K	0.13%	112
2024 Q4	$458K	Sell	2,748 -142	-5%	-$25.2K	0.15%	103
2024 Q3	$492K	Sell	2,890 -152	-5%	-$22K	0.16%	103
2024 Q2	$430K	Sell	3,042 -122	-4%	-$15.2K	0.15%	104
2024 Q1	$397K	Buy	3,164 +14	+0.4%	+$1.6K	0.14%	111
2023 Q4	$332K	Sell	3,150 -56	-2%	-$6.11K	0.13%	117
2023 Q3	$340K	Buy	3,206 +606	+23%	+$70.1K	0.15%	116
2023 Q2	$310K	Buy	+2,600	New	+$269K	0.13%	118

Other funds holding ORCL

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Stone Summit Wealth's ORCL Position: Q3 2026 in Review

Stone Summit Wealth reduced its Oracle (ORCL) stake by 0.1% in Q3 2026, selling an estimated $423 and leaving 3,056 shares worth $420K. The position accounts for 0.11% of the portfolio, ranked #99.

Stone Summit Wealth first reported a position in ORCL in Q2 2023 and has held it in 14 quarters since. The position peaked at $882K in Q3 2025. 784 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Stone Summit Wealth held 3,056 shares of Oracle worth $420K as of Q3 2026.
Stone Summit Wealth sold 3 Oracle shares in Q3 2026, an estimated $423.
Oracle made up 0.11% of Stone Summit Wealth's portfolio in Q3 2026, its #99 holding.
Stone Summit Wealth first reported a position in Oracle in Q2 2023 and has held it in 14 quarters since.
Stone Summit Wealth's Oracle position peaked at $882K in Q3 2025.
784 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.