Summit Securities Group
ORCL icon

Summit Securities Group’s Oracle ORCL Stock Holding History

Summit Securities Group’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 		– Sell
-1,500
Closed -$292K – 1293
2025
Q4 		$292K Sell
1,500
-1,500
-50% -$357K 0.04% 261
2025
Q3 		$844K Buy
+3,000
New +$764K 0.17% 117
2021
Q4 		– Sell
-28
Closed -$244K – 901
2021
Q3 		$244K Buy
+28
New +$2.47K 0.02% 591

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Summit Securities Group's ORCL Position: Q3 2026 in Review

Summit Securities Group sold out of Oracle (ORCL) in Q3 2026, closing a stake of 3,110 shares — an estimated $439K sold.

Summit Securities Group first reported a position in ORCL in Q2 2013 and held it in 22 quarters. The position peaked at $1.28M in Q4 2019. 2,085 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Summit Securities Group reported no remaining Oracle position as of Q3 2026 after selling out during the quarter.
  • Summit Securities Group sold 3,110 Oracle shares in Q3 2026, an estimated $439K.
  • Summit Securities Group first reported a position in Oracle in Q2 2013 and held it in 22 quarters.
  • Summit Securities Group's Oracle position peaked at $1.28M in Q4 2019.
  • 2,085 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.