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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 $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 Securities Group's ORCL Position: Q1 2026 in Review

Summit Securities Group reduced its Oracle (ORCL) stake by 92% in Q1 2026, selling an estimated $523K and leaving 279 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #425.

Summit Securities Group first reported a position in ORCL in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.28M in Q4 2019. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Summit Securities Group held 279 shares of Oracle worth $41K as of Q1 2026.
  • Summit Securities Group sold 3,218 Oracle shares in Q1 2026, an estimated $523K.
  • Oracle made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #425 holding.
  • Summit Securities Group first reported a position in Oracle in Q2 2013 and has held it in 21 quarters since.
  • Summit Securities Group's Oracle position peaked at $1.28M in Q4 2019.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.