Summit Global Investments
ORCL icon

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
Q3 		$2.92M Buy
21,263
+15,767
+287% +$2.22M 0.14% 78
2026
Q2 		$806K Sell
5,496
-2,518
-31% -$456K 0.04% 248
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Summit Global Investments's ORCL Position: Q3 2026 in Review

Summit Global Investments increased its Oracle (ORCL) stake by 287% in Q3 2026, buying an estimated $2.22M and bringing the position to 21,263 shares worth $2.92M. The position accounts for 0.14% of the portfolio, ranked #78.

Summit Global Investments first reported a position in ORCL in Q3 2021 and has held it in 18 quarters since. The position peaked at $12.4M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Summit Global Investments held 21,263 shares of Oracle worth $2.92M as of Q3 2026.
  • Summit Global Investments bought 15,767 Oracle shares in Q3 2026, an estimated $2.22M.
  • Oracle made up 0.14% of Summit Global Investments's portfolio in Q3 2026, its #78 holding.
  • Summit Global Investments first reported a position in Oracle in Q3 2021 and has held it in 18 quarters since.
  • Summit Global Investments's Oracle position peaked at $12.4M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Summit Global Investments's 13F filing for Q3 2026, filed 28 Oct 2026.