Summit Wealth Group’s Oracle ORCL Stock Holding History

Summit Wealth 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	$319K	Hold	2,169	–	–	0.07%	97
2025 Q4	$423K	Buy	2,169 +160	+8%	+$38.1K	0.1%	79
2025 Q3	$565K	Hold	2,009	–	–	0.14%	64
2025 Q2	$439K	Hold	2,009	–	–	0.11%	67
2025 Q1	$281K	Sell	2,009 -105	-5%	-$17.1K	0.08%	83
2024 Q4	$352K	Hold	2,114	–	–	0.1%	66
2024 Q3	$360K	Hold	2,114	–	–	0.1%	65
2024 Q2	$298K	Buy	2,114 +20	+1%	+$2.48K	0.09%	67
2024 Q1	$263K	Hold	2,094	–	–	0.18%	36
2023 Q4	$221K	Hold	2,094	–	–	0.17%	37
2023 Q3	$222K	Hold	2,094	–	–	0.2%	37
2023 Q2	$249K	Sell	2,094 -194,803	-99%	-$20.1M	0.1%	65
2023 Q1	$2K	Buy	+196,897	New	+$17.3M	0.05%	98
2021 Q3	–	Sell	-1,728	Closed	-$135K	–	171
2021 Q2	$135K	Hold	1,728	–	–	0.2%	33
2021 Q1	$121K	Buy	+1,728	New	+$112K	0.2%	28

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Wealth Group's ORCL Position: Q1 2026 in Review

Summit Wealth Group held its Oracle (ORCL) position steady in Q1 2026 at 2,169 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #97.

Summit Wealth Group first reported a position in ORCL in Q1 2021 and has held it in 15 quarters since. The position peaked at $565K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Summit Wealth Group held 2,169 shares of Oracle worth $319K as of Q1 2026.
Summit Wealth Group left its Oracle share count unchanged in Q1 2026.
Oracle made up 0.07% of Summit Wealth Group's portfolio in Q1 2026, its #97 holding.
Summit Wealth Group first reported a position in Oracle in Q1 2021 and has held it in 15 quarters since.
Summit Wealth Group's Oracle position peaked at $565K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.