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Oracle Corporation shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Oracle Corporation

Tip: Access up to 7 years of quarterly data

All positions including Oracle Corporation held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oracle Corporation by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $809k 4.2k 194.90
2025-09-30 $994k 9.4k 105.91
2025-06-30 $736k 3.4k 218.63

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Oracle Corporation

Vanguard Group
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Susquehanna International
FMR
Capital Research Global Investors
Jane Street
Norges Bank Investment Management
Northern Trust
Goldman Sachs Group
Citadel Advisors
Loomis, Sayles and
UBS Group

View all funds holding Oracle Corporation