SC
ORCL icon

Summa Corp’s Oracle ORCL Stock Holding History

Summa Corp’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 		$453K Buy
3,082
+1,000
+48% +$163K 0.19% 59
2025
Q4 		$406K Hold
2,082
– – 0.17% 55
2025
Q3 		$586K Sell
2,082
-386
-16% -$98.3K 0.26% 39
2025
Q2 		$540K Hold
2,468
– – 0.28% 37
2025
Q1 		$345K Buy
2,468
+416
+20% +$67.7K 0.2% 48
2024
Q4 		$342K Buy
2,052
+535
+35% +$95K 0.17% 50
2024
Q3 		$258K Buy
+1,517
New +$220K 0.12% 56

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summa Corp's ORCL Position: Q1 2026 in Review

Summa Corp increased its Oracle (ORCL) stake by 48% in Q1 2026, buying an estimated $163K and bringing the position to 3,082 shares worth $453K. The position accounts for 0.19% of the portfolio, ranked #59.

Summa Corp first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $586K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Summa Corp held 3,082 shares of Oracle worth $453K as of Q1 2026.
  • Summa Corp bought 1,000 Oracle shares in Q1 2026, an estimated $163K.
  • Oracle made up 0.19% of Summa Corp's portfolio in Q1 2026, its #59 holding.
  • Summa Corp first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
  • Summa Corp's Oracle position peaked at $586K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.