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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
Q2 		$1.07M Buy
7,268
+1,519
+26% +$275K 0.09% 127
2026
Q1 		$846K Buy
5,749
+1,599
+39% +$260K 0.09% 122
2025
Q4 		$809K Sell
4,150
-5,234
-56% -$1.25M 0.11% 114
2025
Q3 		$994K Buy
9,384
+6,016
+179% +$1.53M 0.11% 163
2025
Q2 		$736K Buy
+3,368
New +$544K 0.18% 107

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 Wealth Group (Colorado)'s ORCL Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Oracle (ORCL) stake by 26% in Q2 2026, buying an estimated $275K and bringing the position to 7,268 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #127.

Summit Wealth Group (Colorado) first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Summit Wealth Group (Colorado) held 7,268 shares of Oracle worth $1.07M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 1,519 Oracle shares in Q2 2026, an estimated $275K.
  • Oracle made up 0.09% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #127 holding.
  • Summit Wealth Group (Colorado) first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.