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 Q2	–	Sell	-3,082	Closed	-$453K	–	88
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summa Corp's ORCL Position: Q2 2026 in Review

Summa Corp sold out of Oracle (ORCL) in Q2 2026, closing a stake of 3,082 shares — an estimated $453K sold.

Summa Corp first reported a position in ORCL in Q3 2024 and held it in 7 quarters. The position peaked at $586K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Summa Corp reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
Summa Corp sold 3,082 Oracle shares in Q2 2026, an estimated $453K.
Summa Corp first reported a position in Oracle in Q3 2024 and held it in 7 quarters.
Summa Corp's Oracle position peaked at $586K in Q3 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.