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Summit Wealth & Retirement Planning’s Oracle ORCL Stock Holding History

Summit Wealth & Retirement Planning’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 		– Sell
-1,482
Closed -$289K – 115
2025
Q4 		$289K Buy
1,482
+1
+0.1% +$238 0.07% 86
2025
Q3 		$417K Hold
1,481
– – 0.1% 65
2025
Q2 		$324K Buy
+1,481
New +$239K 0.09% 72
2025
Q1 		– Sell
-1,281
Closed -$214K – 81
2024
Q4 		$214K Hold
1,281
– – 0.07% 72
2024
Q3 		$218K Buy
+1,281
New +$186K 0.07% 67

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 & Retirement Planning's ORCL Position: Q1 2026 in Review

Summit Wealth & Retirement Planning sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,482 shares — an estimated $289K sold.

Summit Wealth & Retirement Planning first reported a position in ORCL in Q3 2024 and held it in 5 quarters. The position peaked at $417K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Summit Wealth & Retirement Planning reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 1,482 Oracle shares in Q1 2026, an estimated $289K.
  • Summit Wealth & Retirement Planning first reported a position in Oracle in Q3 2024 and held it in 5 quarters.
  • Summit Wealth & Retirement Planning's Oracle position peaked at $417K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.