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Summitry LLC’s Oracle ORCL Stock Holding History

Summitry LLC’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 		$748K Buy
5,107
+668
+15% +$121K 0.02% 119
2026
Q1 		$653K Buy
4,439
+1,134
+34% +$184K 0.02% 110
2025
Q4 		$644K Sell
3,305
-5,299
-62% -$1.26M 0.03% 98
2025
Q3 		$2.42M Buy
8,604
+5,460
+174% +$1.39M 0.1% 58
2025
Q2 		$687K Buy
3,144
+157
+5% +$25.4K 0.03% 74
2025
Q1 		$418K Buy
2,987
+34
+1% +$5.54K 0.02% 96
2024
Q4 		$492K Buy
2,953
+266
+10% +$47.3K 0.02% 76
2024
Q3 		$458K Buy
+2,687
New +$389K 0.02% 85

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 $3.38T AUM 44.17% 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

Summitry LLC's ORCL Position: Q2 2026 in Review

Summitry LLC increased its Oracle (ORCL) stake by 15% in Q2 2026, buying an estimated $121K and bringing the position to 5,107 shares worth $748K. The position accounts for 0.02% of the portfolio, ranked #119.

Summitry LLC first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.42M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Summitry LLC held 5,107 shares of Oracle worth $748K as of Q2 2026.
  • Summitry LLC bought 668 Oracle shares in Q2 2026, an estimated $121K.
  • Oracle made up 0.02% of Summitry LLC's portfolio in Q2 2026, its #119 holding.
  • Summitry LLC first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
  • Summitry LLC's Oracle position peaked at $2.42M in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.