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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
Q2 		$1.3M Hold
8,885
– – 0.19% 84
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 $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 Partners's ORCL Position: Q2 2026 in Review

Summit Wealth Partners held its Oracle (ORCL) position steady in Q2 2026 at 8,885 shares worth $1.3M. The position accounts for 0.19% of the portfolio, ranked #84.

Summit Wealth Partners first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.31M in Q1 2026. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Summit Wealth Partners held 8,885 shares of Oracle worth $1.3M as of Q2 2026.
  • Summit Wealth Partners left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.19% of Summit Wealth Partners's portfolio in Q2 2026, its #84 holding.
  • Summit Wealth Partners first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Summit Wealth Partners's Oracle position peaked at $1.31M in Q1 2026.
  • 3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.