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 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 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

Stone Summit Wealth's ORCL Position: Q1 2026 in Review

Stone Summit Wealth reduced its Oracle (ORCL) stake by 1.3% in Q1 2026, selling an estimated $6.83K and leaving 3,084 shares worth $454K. The position accounts for 0.13% of the portfolio, ranked #97.

Stone Summit Wealth first reported a position in ORCL in Q2 2023 and has held it in 12 quarters since. The position peaked at $882K in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Stone Summit Wealth held 3,084 shares of Oracle worth $454K as of Q1 2026.
Stone Summit Wealth sold 42 Oracle shares in Q1 2026, an estimated $6.83K.
Oracle made up 0.13% of Stone Summit Wealth's portfolio in Q1 2026, its #97 holding.
Stone Summit Wealth first reported a position in Oracle in Q2 2023 and has held it in 12 quarters since.
Stone Summit Wealth's Oracle position peaked at $882K in Q3 2025.
3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.