tru Independence’s Oracle ORCL Stock Holding History

tru Independence’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
2026 Q2	$206K	Buy	1,409 +16	+1%	+$2.9K	0.09%	104
2026 Q1	$205K	Buy	1,393 +29	+2%	+$4.71K	0.1%	99
2025 Q4	$266K	Buy	1,364 +113	+9%	+$26.9K	0.07%	113
2025 Q3	$352K	Buy	1,251 +63	+5%	+$16K	0.09%	102
2025 Q2	$260K	Buy	+1,188	New	+$192K	0.08%	111
2021 Q3	–	Sell	-480	Closed	-$37K	–	300
2021 Q2	$37K	Buy	+480	New	+$37.6K	0.01%	247
2021 Q1	–	Sell	-4,048	Closed	-$262	–	584
2020 Q4	$262	Buy	4,048 +433	+12%	+$25.8K	﹤0.01%	414
2020 Q3	$216K	Sell	3,615 -4,461	-55%	-$253K	0.06%	154
2020 Q2	$446K	Buy	8,076 +42	+0.5%	+$2.23K	0.06%	180
2020 Q1	$389K	Hold	8,034	–	–	0.06%	164
2019 Q4	$389K	Buy	+8,034	New	+$442K	0.06%	189

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

tru Independence's ORCL Position: Q2 2026 in Review

tru Independence increased its Oracle (ORCL) stake by 1.1% in Q2 2026, buying an estimated $2.9K and bringing the position to 1,409 shares worth $206K. The position accounts for 0.09% of the portfolio, ranked #104.

tru Independence first reported a position in ORCL in Q4 2019 and has held it in 11 quarters since. The position peaked at $446K in Q2 2020. 3,518 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

tru Independence held 1,409 shares of Oracle worth $206K as of Q2 2026.
tru Independence bought 16 Oracle shares in Q2 2026, an estimated $2.9K.
Oracle made up 0.09% of tru Independence's portfolio in Q2 2026, its #104 holding.
tru Independence first reported a position in Oracle in Q4 2019 and has held it in 11 quarters since.
tru Independence's Oracle position peaked at $446K in Q2 2020.
3,518 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.