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Summit Asset Management’s Oracle ORCL Stock Holding History

Summit Asset Management’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 		$488K Buy
3,329
+51
+2% +$9.24K 0.06% 113
2026
Q1 		$482K Sell
3,278
-50
-2% -$8.13K 0.07% 109
2025
Q4 		$649K Buy
3,328
+10
+0.3% +$2.38K 0.09% 94
2025
Q3 		$933K Sell
3,318
-91
-3% -$23.2K 0.14% 76
2025
Q2 		$745K Buy
3,409
+43
+1% +$6.94K 0.12% 83
2025
Q1 		$471K Buy
3,366
+1
+0% +$163 0.08% 99
2024
Q4 		$561K Sell
3,365
-19
-0.6% -$3.38K 0.1% 92
2024
Q3 		$577K Buy
3,384
+180
+6% +$26.1K 0.11% 90
2024
Q2 		$452K Hold
3,204
– – 0.09% 97
2024
Q1 		$402K Hold
3,204
– – 0.09% 105
2023
Q4 		$338K Sell
3,204
-175
-5% -$19.1K 0.08% 111
2023
Q3 		$358K Buy
3,379
+175
+5% +$20.3K 0.1% 104
2023
Q2 		$382K Hold
3,204
– – 0.1% 106
2023
Q1 		$298K Sell
3,204
-38
-1% -$3.33K 0.08% 119
2022
Q4 		$265K Buy
+3,242
New +$246K 0.08% 128
2022
Q3 		– Sell
-3,242
Closed -$227K – 155
2022
Q2 		$227K Sell
3,242
-66
-2% -$4.83K 0.07% 144
2022
Q1 		$274K Hold
3,308
– – 0.08% 135
2021
Q4 		$288K Buy
3,308
+204
+7% +$19.2K 0.08% 135
2021
Q3 		$270K Hold
3,104
– – 0.08% 135
2021
Q2 		$242K Sell
3,104
-375
-11% -$29.4K 0.08% 135
2021
Q1 		$244K Sell
3,479
-625
-15% -$40.5K 0.08% 126
2020
Q4 		$265K Buy
+4,104
New +$244K 0.1% 116

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 $3.38T AUM 44.17% 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

Summit Asset Management's ORCL Position: Q2 2026 in Review

Summit Asset Management increased its Oracle (ORCL) stake by 1.6% in Q2 2026, buying an estimated $9.24K and bringing the position to 3,329 shares worth $488K. The position accounts for 0.06% of the portfolio, ranked #113.

Summit Asset Management first reported a position in ORCL in Q4 2020 and has held it in 22 quarters since. The position peaked at $933K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Summit Asset Management held 3,329 shares of Oracle worth $488K as of Q2 2026.
  • Summit Asset Management bought 51 Oracle shares in Q2 2026, an estimated $9.24K.
  • Oracle made up 0.06% of Summit Asset Management's portfolio in Q2 2026, its #113 holding.
  • Summit Asset Management first reported a position in Oracle in Q4 2020 and has held it in 22 quarters since.
  • Summit Asset Management's Oracle position peaked at $933K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.