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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Securities Group's ORCL Position: Q2 2026 in Review

Summit Securities Group increased its Oracle (ORCL) stake by 1,015% in Q2 2026, buying an estimated $513K and bringing the position to 3,110 shares worth $456K. The position accounts for 0.04% of the portfolio, ranked #182.

Summit Securities Group first reported a position in ORCL in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.28M in Q4 2019. 3,520 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Summit Securities Group held 3,110 shares of Oracle worth $456K as of Q2 2026.
  • Summit Securities Group bought 2,831 Oracle shares in Q2 2026, an estimated $513K.
  • Oracle made up 0.04% of Summit Securities Group's portfolio in Q2 2026, its #182 holding.
  • Summit Securities Group first reported a position in Oracle in Q2 2013 and has held it in 22 quarters since.
  • Summit Securities Group's Oracle position peaked at $1.28M in Q4 2019.
  • 3,520 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.