Oracle Corporation
MX ˙ BMV ˙ US68389X1054
SecurityMX:ORCL / Oracle Corporation
InstitutionTrue Wealth Design, LLC
Latest Disclosed Ownership1,360 shares
Latest Disclosed Value $ 200,070
True Wealth Design, LLC reports 55.78% increase in ownership of ORCL / Oracle Corporation

On April 13, 2026 - True Wealth Design, LLC filed a 13F-HR form disclosing ownership of 1,360 shares of Oracle Corporation (MX:ORCL) valued at $200,070 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 873 shares of Oracle Corporation. This represents a change in shares of 55.78% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ORACLE COM 68389X105 1,360 487 55.78 200 17.65 0.0555
2026-01-08 2025-12-31 13F ORACLE COM 68389X105 873 -99 -10.19 170 -37.73 0.0499
2025-10-21 2025-09-30 13F ORACLE COM 68389X105 972 159 19.56 273 54.24 0.0836
2025-08-06 2025-06-30 13F ORACLE COM 68389X105 813 46 6.00 178 65.42 0.0626
2025-05-13 2025-03-31 13F ORACLE COM 68389X105 767 -21 -2.66 107 -18.32 0.0409
2025-02-14 2024-12-31 13F ORACLE COM 68389X105 788 293 59.19 131 55.95 0.0510
2024-11-14 2024-09-30 13F ORACLE COM 68389X105 495 -179 -26.56 84 -11.58 0.0329
2024-08-14 2024-06-30 13F ORACLE COM 68389X105 674 13 1.97 95 14.46 0.0235
2024-05-14 2024-03-31 13F ORACLE COM 68389X105 661 240 57.01 83 88.64 0.0207
2024-02-14 2023-12-31 13F ORACLE COM 68389X105 421 0 0.00 44 0.00 0.0125
2023-11-13 2023-09-30 13F ORACLE COM 68389X105 421 0 0.00 45 -12.00 0.0149
2023-08-14 2023-06-30 13F ORACLE COM 68389X105 421 0 0.00 50 28.21 0.0183
2023-05-12 2023-03-31 13F ORACLE COM 68389X105 421 400 1,904.76 39 3,800.00 0.0164
2023-02-15 2022-12-31 13F ORACLE COM 68389X105 21 21 2 0.0008
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.