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Summit Wealth Partners’s Oracle ORCL Stock Holding History

Summit Wealth Partners’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 		$1.31M Buy
8,885
+5,795
+188% +$942K 0.21% 85
2025
Q4 		$602K Buy
3,090
+14
+0.5% +$3.33K 0.11% 113
2025
Q3 		$865K Hold
3,076
– – 0.16% 90
2025
Q2 		$673K Sell
3,076
-25
-0.8% -$4.04K 0.13% 108
2025
Q1 		$434K Sell
3,101
-635
-17% -$103K 0.09% 136
2024
Q4 		$623K Buy
3,736
+364
+11% +$64.7K 0.13% 112
2024
Q3 		$575K Hold
3,372
– – 0.11% 129
2024
Q2 		$476K Sell
3,372
-350
-9% -$43.5K 0.1% 137
2024
Q1 		$468K Hold
3,722
– – 0.1% 137
2023
Q4 		$392K Buy
+3,722
New +$406K 0.09% 137

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 Partners's ORCL Position: Q1 2026 in Review

Summit Wealth Partners increased its Oracle (ORCL) stake by 188% in Q1 2026, buying an estimated $942K and bringing the position to 8,885 shares worth $1.31M. The position accounts for 0.21% of the portfolio, ranked #85.

Summit Wealth Partners first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Summit Wealth Partners held 8,885 shares of Oracle worth $1.31M as of Q1 2026.
  • Summit Wealth Partners bought 5,795 Oracle shares in Q1 2026, an estimated $942K.
  • Oracle made up 0.21% of Summit Wealth Partners's portfolio in Q1 2026, its #85 holding.
  • Summit Wealth Partners first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.