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 Q2	$322K	Buy	2,195 +26	+1%	+$4.71K	0.07%	99
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	Buy	2,094 +2,072	+9,418%	+$214K	0.1%	65
2023 Q1	$2K	Buy	+22	New	+$1.93K	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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Summit Wealth Group increased its Oracle (ORCL) stake by 1.2% in Q2 2026, buying an estimated $4.71K and bringing the position to 2,195 shares worth $322K. The position accounts for 0.07% of the portfolio, ranked #99.

Summit Wealth Group first reported a position in ORCL in Q1 2021 and has held it in 16 quarters since. The position peaked at $565K in Q3 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Summit Wealth Group held 2,195 shares of Oracle worth $322K as of Q2 2026.
Summit Wealth Group bought 26 Oracle shares in Q2 2026, an estimated $4.71K.
Oracle made up 0.07% of Summit Wealth Group's portfolio in Q2 2026, its #99 holding.
Summit Wealth Group first reported a position in Oracle in Q1 2021 and has held it in 16 quarters since.
Summit Wealth Group's Oracle position peaked at $565K in Q3 2025.
3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.