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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
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
Q2 		– Sell
-12,123
Closed -$1.69M – 291
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% +$9.94K 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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Legacy Advisors's ORCL Position: Q2 2026 in Review

Legacy Advisors increased its Oracle (ORCL) stake by 14% in Q2 2026, buying an estimated $199K and bringing the position to 8,946 shares worth $1.31M. The position accounts for 0.12% of the portfolio, ranked #100.

Legacy Advisors first reported a position in ORCL in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.99M in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Legacy Advisors held 8,946 shares of Oracle worth $1.31M as of Q2 2026.
  • Legacy Advisors bought 1,098 Oracle shares in Q2 2026, an estimated $199K.
  • Oracle made up 0.12% of Legacy Advisors's portfolio in Q2 2026, its #100 holding.
  • Legacy Advisors first reported a position in Oracle in Q4 2016 and has held it in 21 quarters since.
  • Legacy Advisors's Oracle position peaked at $1.99M in Q3 2025.
  • 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.