Legacy Advisors
ORCL icon

Legacy Advisors’s Oracle ORCL Stock Holding History

Legacy 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
Q3 		$986K Sell
7,179
-1,767
-20% -$249K 0.09% 117
2026
Q2 		$1.31M Buy
8,946
+1,098
+14% +$199K 0.12% 100
2026
Q1 		$1.15M Sell
7,848
-673
-8% -$109K 0.14% 93
2025
Q4 		$1.66M Buy
8,521
+1,446
+20% +$344K 0.18% 70
2025
Q3 		$1.99M Buy
+7,075
New +$1.8M 0.25% 54
2025
Q1 		$1.69M Buy
12,123
+238
+2% +$38.7K 0.17% 99
2024
Q4 		$1.98M Buy
11,885
+833
+8% +$148K 0.19% 86
2024
Q3 		$1.88M Buy
11,052
+1,348
+14% +$195K 0.2% 88
2024
Q2 		$1.37M Buy
9,704
+475
+5% +$59K 0.17% 98
2024
Q1 		$1.16M Buy
9,229
+494
+6% +$56.5K 0.15% 123
2023
Q4 		$921K Buy
8,735
+788
+10% +$86K 0.12% 136
2023
Q3 		$842K Buy
+7,947
New +$920K 0.14% 136
2019
Q3 		– Sell
-1,980
Closed -$113K – 264
2019
Q2 		$113K Buy
1,980
+1,580
+395% +$85.5K 0.08% 154
2019
Q1 		$21K Buy
+400
New +$20.4K 0.01% 275
2018
Q4 		– Sell
-400
Closed -$21K – 312
2018
Q3 		$21K Hold
400
– – 0.01% 294
2018
Q2 		$18K Hold
400
– – 0.01% 265
2018
Q1 		$18K Buy
400
+200
+100% +$9.9K 0.01% 218
2017
Q4 		$9K Sell
200
-181
-48% -$8.88K 0.01% 265
2017
Q3 		$18K Buy
381
+181
+91% +$9.01K 0.02% 170
2017
Q2 		$10K Hold
200
– – 0.01% 166
2017
Q1 		$8K Hold
200
– – 0.01% 162
2016
Q4 		$7K Buy
+200
New +$7.82K 0.01% 182

Other funds holding ORCL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Legacy Advisors's ORCL Position: Q3 2026 in Review

Legacy Advisors reduced its Oracle (ORCL) stake by 20% in Q3 2026, selling an estimated $249K and leaving 7,179 shares worth $986K. The position accounts for 0.09% of the portfolio, ranked #117.

Legacy Advisors first reported a position in ORCL in Q4 2016 and has held it in 22 quarters since. The position peaked at $1.99M in Q3 2025. 1,513 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Legacy Advisors held 7,179 shares of Oracle worth $986K as of Q3 2026.
  • Legacy Advisors sold 1,767 Oracle shares in Q3 2026, an estimated $249K.
  • Oracle made up 0.09% of Legacy Advisors's portfolio in Q3 2026, its #117 holding.
  • Legacy Advisors first reported a position in Oracle in Q4 2016 and has held it in 22 quarters since.
  • Legacy Advisors's Oracle position peaked at $1.99M in Q3 2025.
  • 1,513 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.