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TruWealth Advisors’s Oracle ORCL Stock Holding History

TruWealth 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
Q1 		$273K Buy
1,857
+36
+2% +$5.85K 0.01% 153
2025
Q4 		$355K Sell
1,821
-183
-9% -$43.6K 0.02% 139
2025
Q3 		$564K Buy
2,004
+104
+5% +$26.5K 0.03% 113
2025
Q2 		$415K Buy
1,900
+234
+14% +$37.8K 0.02% 122
2025
Q1 		$233K Hold
1,666
– – 0.01% 147
2024
Q4 		$278K Buy
1,666
+7
+0.4% +$1.24K 0.02% 131
2024
Q3 		$283K Buy
1,659
+26
+2% +$3.77K 0.02% 134
2024
Q2 		$231K Buy
+1,633
New +$203K 0.02% 151
2022
Q1 		– Sell
-11,947
Closed -$1.04M – 130
2021
Q4 		$1.04M Buy
11,947
+333
+3% +$31.3K 0.11% 60
2021
Q3 		$1.01M Sell
11,614
-1,516
-12% -$134K 0.11% 62
2021
Q2 		$1.02M Buy
13,130
+492
+4% +$38.5K 0.12% 61
2021
Q1 		$887K Sell
12,638
-47
-0.4% -$3.04K 0.12% 57
2020
Q4 		$821K Buy
+12,685
New +$755K 0.12% 59

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

TruWealth Advisors's ORCL Position: Q1 2026 in Review

TruWealth Advisors increased its Oracle (ORCL) stake by 2% in Q1 2026, buying an estimated $5.85K and bringing the position to 1,857 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #153.

TruWealth Advisors first reported a position in ORCL in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.04M in Q4 2021. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • TruWealth Advisors held 1,857 shares of Oracle worth $273K as of Q1 2026.
  • TruWealth Advisors bought 36 Oracle shares in Q1 2026, an estimated $5.85K.
  • Oracle made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #153 holding.
  • TruWealth Advisors first reported a position in Oracle in Q4 2020 and has held it in 13 quarters since.
  • TruWealth Advisors's Oracle position peaked at $1.04M in Q4 2021.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.