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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
Q2 		$295K Sell
2,012
-165
-8% -$29.9K 0.21% 42
2026
Q1 		$320K Buy
+2,177
New +$354K 0.24% 42

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 Advisory Services's ORCL Position: Q2 2026 in Review

Legacy Advisory Services reduced its Oracle (ORCL) stake by 7.6% in Q2 2026, selling an estimated $29.9K and leaving 2,012 shares worth $295K. The position accounts for 0.21% of the portfolio, ranked #42.

Legacy Advisory Services first reported a position in ORCL in Q1 2026 and has held it in 2 quarters since. The position peaked at $320K in Q1 2026. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Legacy Advisory Services held 2,012 shares of Oracle worth $295K as of Q2 2026.
  • Legacy Advisory Services sold 165 Oracle shares in Q2 2026, an estimated $29.9K.
  • Oracle made up 0.21% of Legacy Advisory Services's portfolio in Q2 2026, its #42 holding.
  • Legacy Advisory Services first reported a position in Oracle in Q1 2026 and has held it in 2 quarters since.
  • Legacy Advisory Services's Oracle position peaked at $320K in Q1 2026.
  • 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.