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Summit Wealth Group (Colorado)’s Oracle ORCL Stock Holding History

Summit Wealth Group (Colorado)’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 		$846K Buy
5,749
+1,599
+39% +$260K 0.09% 122
2025
Q4 		$809K Buy
+4,150
New +$988K 0.11% 114
2025
Q3 		– Sell
-3,368
Closed -$736K – 402
2025
Q2 		$736K Buy
+3,368
New +$544K 0.18% 107

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 Wealth Group (Colorado)'s ORCL Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Oracle (ORCL) stake by 39% in Q1 2026, buying an estimated $260K and bringing the position to 5,749 shares worth $846K. The position accounts for 0.09% of the portfolio, ranked #122.

Summit Wealth Group (Colorado) first reported a position in ORCL in Q2 2025 and has held it in 3 quarters since. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Summit Wealth Group (Colorado) held 5,749 shares of Oracle worth $846K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 1,599 Oracle shares in Q1 2026, an estimated $260K.
  • Oracle made up 0.09% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #122 holding.
  • Summit Wealth Group (Colorado) first reported a position in Oracle in Q2 2025 and has held it in 3 quarters since.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.