Legacy Advisory Services
ORCL icon

Legacy Advisory Services’s Oracle ORCL Stock Holding History

Legacy Advisory Services’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 		$280K Buy
2,038
+26
+1% +$3.67K 0.2% 69
2026
Q2 		$295K Sell
2,012
-165
-8% -$29.9K 0.21% 42
2026
Q1 		$320K Buy
+2,177
New +$354K 0.24% 42

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DekaBank Deutsche Girozentrale
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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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Legacy Advisory Services's ORCL Position: Q3 2026 in Review

Legacy Advisory Services increased its Oracle (ORCL) stake by 1.3% in Q3 2026, buying an estimated $3.67K and bringing the position to 2,038 shares worth $280K. The position accounts for 0.2% of the portfolio, ranked #69.

Legacy Advisory Services first reported a position in ORCL in Q1 2026 and has held it in 3 quarters since. The position peaked at $320K in Q1 2026. 1,249 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Legacy Advisory Services held 2,038 shares of Oracle worth $280K as of Q3 2026.
  • Legacy Advisory Services bought 26 Oracle shares in Q3 2026, an estimated $3.67K.
  • Oracle made up 0.2% of Legacy Advisory Services's portfolio in Q3 2026, its #69 holding.
  • Legacy Advisory Services first reported a position in Oracle in Q1 2026 and has held it in 3 quarters since.
  • Legacy Advisory Services's Oracle position peaked at $320K in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.