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Summit Financial’s Oracle ORCL Stock Holding History

Summit Financial’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 		$6.76M Sell
45,932
-3,209
-7% -$522K 0.09% 245
2025
Q4 		$9.58M Sell
49,141
-2,917
-6% -$695K 0.14% 133
2025
Q3 		$14.6M Buy
52,058
+5,417
+12% +$1.38M 0.22% 87
2025
Q2 		$10.2M Buy
46,641
+6,269
+16% +$1.01M 0.23% 80
2025
Q1 		$5.64M Buy
40,372
+3,531
+10% +$575K 0.16% 128
2024
Q4 		$6.14M Buy
36,841
+7
+0% +$1.24K 0.22% 88
2024
Q3 		$6.28M Buy
36,834
+3,604
+11% +$522K 0.25% 74
2024
Q2 		$4.69M Buy
33,230
+16,219
+95% +$2.01M 0.21% 80
2024
Q1 		$2.14M Sell
17,011
-1,503
-8% -$172K 0.13% 101
2023
Q4 		$1.95M Buy
18,514
+1,640
+10% +$179K 0.13% 107
2023
Q3 		$1.79M Sell
16,874
-627
-4% -$72.6K 0.13% 106
2023
Q2 		$2.08M Buy
17,501
+954
+6% +$98.6K 0.15% 87
2023
Q1 		$1.54M Buy
16,547
+1,098
+7% +$96.3K 0.13% 80
2022
Q4 		$1.26M Buy
15,449
+9,606
+164% +$730K 0.12% 93
2022
Q3 		$357K Buy
5,843
+1,340
+30% +$98.1K 0.03% 198
2022
Q2 		$315K Sell
4,503
-231
-5% -$16.9K 0.03% 193
2022
Q1 		$392K Buy
4,734
+674
+17% +$54.6K 0.03% 201
2021
Q4 		$354K Buy
4,060
+798
+24% +$74.9K 0.03% 198
2021
Q3 		$284K Buy
+3,262
New +$288K 0.02% 189

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

Summit Financial's ORCL Position: Q1 2026 in Review

Summit Financial reduced its Oracle (ORCL) stake by 6.5% in Q1 2026, selling an estimated $522K and leaving 45,932 shares worth $6.76M. The position accounts for 0.09% of the portfolio, ranked #245.

Summit Financial first reported a position in ORCL in Q3 2021 and has held it in 19 quarters since. The position peaked at $14.6M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Summit Financial held 45,932 shares of Oracle worth $6.76M as of Q1 2026.
  • Summit Financial sold 3,209 Oracle shares in Q1 2026, an estimated $522K.
  • Oracle made up 0.09% of Summit Financial's portfolio in Q1 2026, its #245 holding.
  • Summit Financial first reported a position in Oracle in Q3 2021 and has held it in 19 quarters since.
  • Summit Financial's Oracle position peaked at $14.6M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.