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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stone Summit Wealth's ORCL Position: Q2 2026 in Review

Stone Summit Wealth reduced its Oracle (ORCL) stake by 0.81% in Q2 2026, selling an estimated $4.53K and leaving 3,059 shares worth $448K. The position accounts for 0.11% of the portfolio, ranked #104.

Stone Summit Wealth first reported a position in ORCL in Q2 2023 and has held it in 13 quarters since. The position peaked at $882K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Stone Summit Wealth held 3,059 shares of Oracle worth $448K as of Q2 2026.
  • Stone Summit Wealth sold 25 Oracle shares in Q2 2026, an estimated $4.53K.
  • Oracle made up 0.11% of Stone Summit Wealth's portfolio in Q2 2026, its #104 holding.
  • Stone Summit Wealth first reported a position in Oracle in Q2 2023 and has held it in 13 quarters since.
  • Stone Summit Wealth's Oracle position peaked at $882K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.