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True North Advisors’s Oracle ORCL Stock Holding History

True North 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 		$896K Sell
6,112
-235
-4% -$42.6K 0.09% 127
2026
Q1 		$934K Sell
6,347
-1,958
-24% -$318K 0.11% 113
2025
Q4 		$1.62M Sell
8,305
-1,110
-12% -$264K 0.21% 76
2025
Q3 		$2.65M Buy
9,415
+1,381
+17% +$352K 0.42% 38
2025
Q2 		$1.76M Buy
8,034
+2,093
+35% +$338K 0.34% 61
2025
Q1 		$831K Sell
5,941
-86
-1% -$14K 0.15% 102
2024
Q4 		$1M Buy
6,027
+402
+7% +$71.4K 0.24% 65
2024
Q3 		$959K Hold
5,625
– – 0.25% 63
2024
Q2 		$794K Sell
5,625
-340
-6% -$42.2K 0.21% 78
2024
Q1 		$749K Buy
5,965
+301
+5% +$34.5K 0.21% 87
2023
Q4 		$597K Sell
5,664
-169
-3% -$18.4K 0.15% 90
2023
Q3 		$618K Sell
5,833
-1
-0% -$116 0.19% 93
2023
Q2 		$695K Buy
5,834
+149
+3% +$15.4K 0.2% 100
2023
Q1 		$528K Buy
5,685
+1,335
+31% +$117K 0.16% 121
2022
Q4 		$356K Buy
4,350
+20
+0.5% +$1.52K 0.12% 123
2022
Q3 		$264K Sell
4,330
-1,786
-29% -$131K 0.09% 152
2022
Q2 		$427K Buy
6,116
+883
+17% +$64.6K 0.13% 132
2022
Q1 		$432K Sell
5,233
-168
-3% -$13.6K 0.12% 132
2021
Q4 		$471K Buy
5,401
+330
+7% +$31K 0.08% 163
2021
Q3 		$441K Sell
5,071
-10
-0.2% -$883 0.09% 168
2021
Q2 		$395K Buy
5,081
+55
+1% +$4.3K 0.08% 164
2021
Q1 		$352K Hold
5,026
– – 0.08% 157
2020
Q4 		$325K Sell
5,026
-111
-2% -$6.61K 0.08% 154
2020
Q3 		$306K Buy
5,137
+114
+2% +$6.48K 0.09% 146
2020
Q2 		$277K Buy
5,023
+177
+4% +$9.38K 0.07% 155
2020
Q1 		$234K Buy
4,846
+26
+0.5% +$1.34K 0.08% 109
2019
Q4 		$255K Buy
+4,820
New +$265K 0.07% 91

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

True North Advisors's ORCL Position: Q2 2026 in Review

True North Advisors reduced its Oracle (ORCL) stake by 3.7% in Q2 2026, selling an estimated $42.6K and leaving 6,112 shares worth $896K. The position accounts for 0.09% of the portfolio, ranked #127.

True North Advisors first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.65M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • True North Advisors held 6,112 shares of Oracle worth $896K as of Q2 2026.
  • True North Advisors sold 235 Oracle shares in Q2 2026, an estimated $42.6K.
  • Oracle made up 0.09% of True North Advisors's portfolio in Q2 2026, its #127 holding.
  • True North Advisors first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
  • True North Advisors's Oracle position peaked at $2.65M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.