TruNorth Capital Management’s Oracle ORCL Stock Holding History

TruNorth Capital 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	$810K	Hold	5,525	–	–	0.13%	54
2026 Q1	$813K	Sell	5,525 -684	-11%	-$111K	0.16%	47
2025 Q4	$1.21M	Buy	6,209 +1,358	+28%	+$323K	0.23%	35
2025 Q3	$1.36M	Sell	4,851 -69	-1%	-$17.6K	0.27%	29
2025 Q2	$1.08M	Sell	4,920 -970	-16%	-$157K	0.24%	34
2025 Q1	$823K	Buy	5,890 +4,308	+272%	+$701K	0.2%	43
2024 Q4	$264K	Hold	1,582	–	–	0.07%	58
2024 Q3	$270K	Hold	1,582	–	–	0.08%	56
2024 Q2	$223K	Sell	1,582 -111	-7%	-$13.8K	0.07%	61
2024 Q1	$213K	Buy	+1,693	New	+$194K	0.07%	58

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

TruNorth Capital Management's ORCL Position: Q2 2026 in Review

TruNorth Capital Management held its Oracle (ORCL) position steady in Q2 2026 at 5,525 shares worth $810K. The position accounts for 0.13% of the portfolio, ranked #54.

TruNorth Capital Management first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.36M in Q3 2025. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

TruNorth Capital Management held 5,525 shares of Oracle worth $810K as of Q2 2026.
TruNorth Capital Management left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.13% of TruNorth Capital Management's portfolio in Q2 2026, its #54 holding.
TruNorth Capital Management first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
TruNorth Capital Management's Oracle position peaked at $1.36M in Q3 2025.
1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.