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TrueWealth Advisors’s Oracle ORCL Stock Holding History

TrueWealth 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 		$927K Buy
6,324
+214
+4% +$38.8K 0.21% 98
2026
Q1 		$899K Buy
6,110
+1,027
+20% +$167K 0.23% 86
2025
Q4 		$991K Sell
5,083
-153
-3% -$36.4K 0.26% 70
2025
Q3 		$1.47M Buy
5,236
+15
+0.3% +$3.82K 0.4% 51
2025
Q2 		$1.14M Buy
5,221
+117
+2% +$18.9K 0.34% 61
2025
Q1 		$714K Buy
5,104
+236
+5% +$38.4K 0.23% 77
2024
Q4 		$811K Buy
4,868
+359
+8% +$63.8K 0.27% 76
2024
Q3 		$768K Buy
4,509
+771
+21% +$112K 0.26% 77
2024
Q2 		$528K Buy
3,738
+631
+20% +$78.4K 0.2% 91
2024
Q1 		$390K Buy
3,107
+1,086
+54% +$124K 0.15% 108
2023
Q4 		$213K Buy
2,021
+123
+6% +$13.4K 0.08% 186
2023
Q3 		$201K Buy
1,898
+3
+0.2% +$347 0.08% 192
2023
Q2 		$226K Buy
+1,895
New +$196K 0.09% 170

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

TrueWealth Advisors's ORCL Position: Q2 2026 in Review

TrueWealth Advisors increased its Oracle (ORCL) stake by 3.5% in Q2 2026, buying an estimated $38.8K and bringing the position to 6,324 shares worth $927K. The position accounts for 0.21% of the portfolio, ranked #98.

TrueWealth Advisors first reported a position in ORCL in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.47M in Q3 2025. 1,629 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • TrueWealth Advisors held 6,324 shares of Oracle worth $927K as of Q2 2026.
  • TrueWealth Advisors bought 214 Oracle shares in Q2 2026, an estimated $38.8K.
  • Oracle made up 0.21% of TrueWealth Advisors's portfolio in Q2 2026, its #98 holding.
  • TrueWealth Advisors first reported a position in Oracle in Q2 2023 and has held it in 13 quarters since.
  • TrueWealth Advisors's Oracle position peaked at $1.47M in Q3 2025.
  • 1,629 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.