SummitTX Capital’s Oracle ORCL Stock Holding History

SummitTX Capital’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
2025 Q3	–	Sell	-11,253	Closed	-$2.46M	–	919
2025 Q2	$2.46M	Buy	11,253 +302	+3%	+$48.8K	0.11%	223
2025 Q1	$1.53M	Buy	+10,951	New	+$1.78M	0.07%	307

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SummitTX Capital's ORCL Position: Q3 2025 in Review

SummitTX Capital sold out of Oracle (ORCL) in Q3 2025, closing a stake of 11,253 shares — an estimated $2.46M sold.

SummitTX Capital first reported a position in ORCL in Q1 2025 and held it in 2 quarters. The position peaked at $2.46M in Q2 2025. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

SummitTX Capital reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
SummitTX Capital sold 11,253 Oracle shares in Q3 2025, an estimated $2.46M.
SummitTX Capital first reported a position in Oracle in Q1 2025 and held it in 2 quarters.
SummitTX Capital's Oracle position peaked at $2.46M in Q2 2025.
3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on SummitTX Capital's 13F filing for Q3 2025, filed 14 Nov 2025.