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Summit Global Investments’s Oracle ORCL Stock Holding History

Summit Global Investments’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 		$1.18M Buy
8,014
+8
+0.1% +$1.3K 0.07% 156
2025
Q4 		$1.56M Sell
8,006
-36,253
-82% -$8.63M 0.09% 113
2025
Q3 		$12.4M Sell
44,259
-5,806
-12% -$1.48M 0.73% 19
2025
Q2 		$10.9M Buy
+50,065
New +$8.08M 0.65% 25
2025
Q1 		– Sell
-2,058
Closed -$343K – 538
2024
Q4 		$343K Sell
2,058
-499
-20% -$88.6K 0.02% 426
2024
Q3 		$436K Buy
+2,557
New +$370K 0.03% 379
2024
Q1 		– Sell
-5,839
Closed -$616K – 576
2023
Q4 		$616K Sell
5,839
-1,144
-16% -$125K 0.04% 311
2023
Q3 		$740K Sell
6,983
-604
-8% -$69.9K 0.05% 273
2023
Q2 		$904K Sell
7,587
-35
-0.5% -$3.62K 0.06% 250
2023
Q1 		$708K Buy
7,622
+258
+4% +$22.6K 0.05% 299
2022
Q4 		$602K Buy
7,364
+181
+3% +$13.8K 0.05% 286
2022
Q3 		$439K Sell
7,183
-34,584
-83% -$2.53M 0.04% 334
2022
Q2 		$2.92M Buy
41,767
+991
+2% +$72.5K 0.26% 90
2022
Q1 		$3.37M Buy
40,776
+13,001
+47% +$1.05M 0.25% 102
2021
Q4 		$2.42M Buy
27,775
+256
+0.9% +$24K 0.16% 128
2021
Q3 		$2.4M Buy
+27,519
New +$2.43M 0.18% 109

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 Global Investments's ORCL Position: Q1 2026 in Review

Summit Global Investments increased its Oracle (ORCL) stake by 0.1% in Q1 2026, buying an estimated $1.3K and bringing the position to 8,014 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #156.

Summit Global Investments first reported a position in ORCL in Q3 2021 and has held it in 16 quarters since. The position peaked at $12.4M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Summit Global Investments held 8,014 shares of Oracle worth $1.18M as of Q1 2026.
  • Summit Global Investments bought 8 Oracle shares in Q1 2026, an estimated $1.3K.
  • Oracle made up 0.07% of Summit Global Investments's portfolio in Q1 2026, its #156 holding.
  • Summit Global Investments first reported a position in Oracle in Q3 2021 and has held it in 16 quarters since.
  • Summit Global Investments's Oracle position peaked at $12.4M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.