TWD
ORCL icon

True Wealth Design’s Oracle ORCL Stock Holding History

True Wealth Design’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 		$191K Sell
1,303
-57
-4% -$10.3K 0.05% 127
2026
Q1 		$200K Buy
1,360
+487
+56% +$79.2K 0.06% 96
2025
Q4 		$170K Sell
873
-99
-10% -$23.6K 0.05% 98
2025
Q3 		$273K Buy
972
+159
+20% +$40.5K 0.08% 45
2025
Q2 		$178K Buy
813
+46
+6% +$7.43K 0.06% 60
2025
Q1 		$107K Sell
767
-21
-3% -$3.42K 0.04% 81
2024
Q4 		$131K Buy
788
+293
+59% +$52K 0.05% 46
2024
Q3 		$84.3K Sell
495
-179
-27% -$25.9K 0.03% 73
2024
Q2 		$95.2K Buy
674
+13
+2% +$1.61K 0.02% 139
2024
Q1 		$83K Buy
661
+240
+57% +$27.5K 0.02% 145
2023
Q4 		$44.4K Hold
421
– – 0.01% 160
2023
Q3 		$44.6K Hold
421
– – 0.01% 152
2023
Q2 		$50.1K Hold
421
– – 0.02% 153
2023
Q1 		$39.1K Buy
421
+400
+1,905% +$35.1K 0.02% 173
2022
Q4 		$1.72K Buy
+21
New +$1.6K ﹤0.01% 301

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
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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

True Wealth Design's ORCL Position: Q2 2026 in Review

True Wealth Design reduced its Oracle (ORCL) stake by 4.2% in Q2 2026, selling an estimated $10.3K and leaving 1,303 shares worth $191K. The position accounts for 0.05% of the portfolio, ranked #127.

True Wealth Design first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $273K in Q3 2025. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • True Wealth Design held 1,303 shares of Oracle worth $191K as of Q2 2026.
  • True Wealth Design sold 57 Oracle shares in Q2 2026, an estimated $10.3K.
  • Oracle made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #127 holding.
  • True Wealth Design first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Oracle position peaked at $273K in Q3 2025.
  • 1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.