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Oracle Corporation shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in Oracle Corporation

Tip: Access up to 7 years of quarterly data

All positions including Oracle Corporation held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oracle Corporation by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $417k 1.5k 281.28
2025-06-30 $324k 1.5k 218.66
2024-12-31 $214k 1.3k 166.67
2024-09-30 $218k 1.3k 170.43

More positions owned by Summit Wealth & Retirement Planning

Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Summit Wealth & Retirement Planning

Top funds holding Oracle Corporation

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Morgan Stanley
Susquehanna International
Capital Research Global Investors
Northern Trust
Citadel Advisors
Jane Street
Loomis, Sayles and
Goldman Sachs Group
UBS Group

View all funds holding Oracle Corporation