Position in ORCL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$321,677
+$2,596 QoQ
Shares Held
2,195
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,775
of 3,472 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Summit Wealth Group, LLC holds $3,174,675 across 3 Software - Infrastructure names. ORCL ranks #2 (10.1% of the industry book) .
All Filings in ORCL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,677 | 2,195 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $319,081 | 2,169 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $422,759 | 2,169 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $565,011 | 2,009 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $439,227 | 2,009 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $280,878 | 2,009 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $352,276 | 2,114 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $360,225 | 2,114 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $298,496 | 2,114 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $263,027 | 2,094 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $220,770 | 2,094 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $221,796 | 2,094 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $249,374 | 2,094 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2 | 196,897 | Shares | Sole | 2023-05-10 | |
| 2021-06-30 | $134,507 | 1,728 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $121,253 | 1,728 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||