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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
Q2 		– Sell
-497
Closed -$73.1K – 301
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

True Link Financial Advisors's ORCL Position: Q2 2026 in Review

True Link Financial Advisors sold out of Oracle (ORCL) in Q2 2026, closing a stake of 497 shares — an estimated $73.1K sold.

True Link Financial Advisors first reported a position in ORCL in Q2 2021 and held it in 3 quarters. The position peaked at $73.1K in Q1 2026. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • True Link Financial Advisors reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 497 Oracle shares in Q2 2026, an estimated $73.1K.
  • True Link Financial Advisors first reported a position in Oracle in Q2 2021 and held it in 3 quarters.
  • True Link Financial Advisors's Oracle position peaked at $73.1K in Q1 2026.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.