Summit Financial Wealth Advisors’s Oracle ORCL Stock Holding History

Summit Financial Wealth Advisors’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	$372K	Buy	2,539 +80	+3%	+$14.5K	0.05%	156
2026 Q1	$362K	Buy	2,459 +175	+8%	+$28.4K	0.05%	136
2025 Q4	$445K	Buy	2,284 +506	+28%	+$120K	0.06%	117
2025 Q3	$514K	Hold	1,778	–	–	0.08%	104
2025 Q2	$389K	Buy	+1,778	New	+$287K	0.07%	110
2025 Q1	–	Sell	-1,304	Closed	-$220K	–	156
2024 Q4	$220K	Sell	1,304 -12	-0.9%	-$2.13K	0.04%	141
2024 Q3	$224K	Buy	+1,316	New	+$191K	0.04%	137
2015 Q4	–	Sell	-1,200	Closed	-$43K	–	191
2015 Q3	$43K	Hold	1,200	–	–	0.03%	129
2015 Q2	$48K	Hold	1,200	–	–	0.03%	147
2015 Q1	$53K	Hold	1,200	–	–	0.04%	117
2014 Q4	$54K	Buy	+1,200	New	+$48.8K	0.04%	116

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Summit Financial Wealth Advisors's ORCL Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Oracle (ORCL) stake by 3.3% in Q2 2026, buying an estimated $14.5K and bringing the position to 2,539 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #156.

Summit Financial Wealth Advisors first reported a position in ORCL in Q4 2014 and has held it in 11 quarters since. The position peaked at $514K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Summit Financial Wealth Advisors held 2,539 shares of Oracle worth $372K as of Q2 2026.
Summit Financial Wealth Advisors bought 80 Oracle shares in Q2 2026, an estimated $14.5K.
Oracle made up 0.05% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #156 holding.
Summit Financial Wealth Advisors first reported a position in Oracle in Q4 2014 and has held it in 11 quarters since.
Summit Financial Wealth Advisors's Oracle position peaked at $514K in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.