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 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	$446	Buy	8,076 +42	+0.5%	+$2.23K	0.06%	180
2020 Q1	$389	Hold	8,034	–	–	0.06%	164
2019 Q4	$389K	Buy	+8,034	New	+$442K	0.06%	189

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

tru Independence's ORCL Position: Q1 2026 in Review

tru Independence increased its Oracle (ORCL) stake by 2.1% in Q1 2026, buying an estimated $4.71K and bringing the position to 1,393 shares worth $205K. The position accounts for 0.1% of the portfolio, ranked #99.

tru Independence first reported a position in ORCL in Q4 2019 and has held it in 10 quarters since. The position peaked at $389K in Q4 2019. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

tru Independence held 1,393 shares of Oracle worth $205K as of Q1 2026.
tru Independence bought 29 Oracle shares in Q1 2026, an estimated $4.71K.
Oracle made up 0.1% of tru Independence's portfolio in Q1 2026, its #99 holding.
tru Independence first reported a position in Oracle in Q4 2019 and has held it in 10 quarters since.
tru Independence's Oracle position peaked at $389K in Q4 2019.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.