TI
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Truepoint Inc’s Oracle ORCL Stock Holding History

Truepoint Inc’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 		– Sell
-1,084
Closed -$211K – 154
2025
Q4 		$211K Buy
1,084
+121
+13% +$28.8K ﹤0.01% 139
2025
Q3 		$271K Buy
+963
New +$245K 0.01% 126
2024
Q1 		– Sell
-2,866
Closed -$302K – 210
2023
Q4 		$302K Sell
2,866
-154
-5% -$16.8K 0.01% 170
2023
Q3 		$320K Buy
+3,020
New +$350K 0.01% 143

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

Truepoint Inc's ORCL Position: Q1 2026 in Review

Truepoint Inc sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,084 shares — an estimated $211K sold.

Truepoint Inc first reported a position in ORCL in Q3 2023 and held it in 4 quarters. The position peaked at $320K in Q3 2023. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Truepoint Inc reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Truepoint Inc sold 1,084 Oracle shares in Q1 2026, an estimated $211K.
  • Truepoint Inc first reported a position in Oracle in Q3 2023 and held it in 4 quarters.
  • Truepoint Inc's Oracle position peaked at $320K in Q3 2023.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.