Oracle Corporation shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Oracle Corporation
Tip: Access up to 7 years of quarterly data
All positions including Oracle Corporation held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Oracle Corporation by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $865k | 3.1k | 281.24 |
| 2025-06-30 | $673k | 3.1k | 218.63 |
| 2025-03-31 | $434k | 3.1k | 139.81 |
| 2024-12-31 | $623k | 3.7k | 166.64 |
| 2024-09-30 | $575k | 3.4k | 170.40 |
| 2024-06-30 | $476k | 3.4k | 141.20 |
| 2024-03-31 | $468k | 3.7k | 125.61 |
| 2023-12-31 | $392k | 3.7k | 105.43 |