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True Link Financial Advisors’s Oracle ORCL Stock Holding History

True Link Financial Advisors’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 		$73.1K Buy
+497
New +$80.8K ﹤0.01% 182
2021
Q4 		– Sell
-123
Closed -$11K – 795
2021
Q3 		$11K Hold
123
– – ﹤0.01% 616
2021
Q2 		$10K Buy
+123
New +$9.63K ﹤0.01% 555

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

True Link Financial Advisors's ORCL Position: Q1 2026 in Review

True Link Financial Advisors opened a new position in Oracle (ORCL) in Q1 2026: 497 shares worth $73.1K. The stake represents ﹤0.01% of the portfolio and ranks #182 among its holdings. This is a return to the name: True Link Financial Advisors previously reported a position in ORCL as recently as Q3 2021.

True Link Financial Advisors first reported a position in ORCL in Q2 2021 and has held it in 3 quarters since. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • True Link Financial Advisors held 497 shares of Oracle worth $73.1K as of Q1 2026.
  • Oracle was a new True Link Financial Advisors position in Q1 2026.
  • Oracle made up ﹤0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #182 holding.
  • True Link Financial Advisors first reported a position in Oracle in Q2 2021 and has held it in 3 quarters since.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.