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Trueblood Wealth Management’s Oracle ORCL Stock Holding History

Trueblood Wealth Management’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 		$1.84M Buy
12,532
+452
+4% +$81.9K 0.64% 43
2026
Q1 		$1.78M Sell
12,080
-1,698
-12% -$276K 0.7% 36
2025
Q4 		$2.69M Buy
13,778
+8
+0.1% +$1.91K 1.05% 13
2025
Q3 		$3.87M Sell
13,770
-243
-2% -$61.9K 1.51% 5
2025
Q2 		$3.06M Buy
14,013
+364
+3% +$58.8K 1.28% 10
2025
Q1 		$1.91M Buy
13,649
+953
+8% +$155K 0.89% 21
2024
Q4 		$2.12M Buy
12,696
+2
+0% +$355 1.04% 16
2024
Q3 		$2.16M Buy
12,694
+443
+4% +$64.2K 1.09% 14
2024
Q2 		$1.73M Buy
12,251
+101
+0.8% +$12.5K 0.98% 18
2024
Q1 		$1.53M Sell
12,150
-471
-4% -$53.9K 0.87% 25
2023
Q4 		$1.33M Buy
+12,621
New +$1.38M 0.83% 27

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

Trueblood Wealth Management's ORCL Position: Q2 2026 in Review

Trueblood Wealth Management increased its Oracle (ORCL) stake by 3.7% in Q2 2026, buying an estimated $81.9K and bringing the position to 12,532 shares worth $1.84M. The position accounts for 0.64% of the portfolio, ranked #43.

Trueblood Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.87M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Trueblood Wealth Management held 12,532 shares of Oracle worth $1.84M as of Q2 2026.
  • Trueblood Wealth Management bought 452 Oracle shares in Q2 2026, an estimated $81.9K.
  • Oracle made up 0.64% of Trueblood Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Trueblood Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's Oracle position peaked at $3.87M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.