Legacy Bridge’s Oracle ORCL Stock Holding History

Legacy Bridge’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 Q1	$103K	Hold	702	–	–	0.04%	177
2025 Q4	$137K	Buy	702 +174	+33%	+$41.4K	0.06%	160
2025 Q3	$148K	Buy	528 +5	+1%	+$1.27K	0.06%	155
2025 Q2	$114K	Hold	523	–	–	0.05%	153
2025 Q1	$73.1K	Hold	523	–	–	0.04%	166
2024 Q4	$87.2K	Hold	523	–	–	0.05%	166
2024 Q3	$89.1K	Buy	523 +93	+22%	+$13.5K	0.05%	169
2024 Q2	$60.7K	Hold	430	–	–	0.04%	176
2024 Q1	$54K	Hold	430	–	–	0.03%	193
2023 Q4	$45.3K	Hold	430	–	–	0.03%	194
2023 Q3	$45.5K	Hold	430	–	–	0.03%	194
2023 Q2	$51.2K	Hold	430	–	–	0.03%	192
2023 Q1	$40K	Hold	430	–	–	0.03%	204
2022 Q4	$35.1K	Hold	430	–	–	0.03%	206
2022 Q3	$26K	Hold	430	–	–	0.02%	206
2022 Q2	$30K	Hold	430	–	–	0.02%	208
2022 Q1	$36K	Hold	430	–	–	0.02%	213
2021 Q4	$38K	Hold	430	–	–	0.02%	210
2021 Q3	$37K	Hold	430	–	–	0.02%	205
2021 Q2	$33K	Hold	430	–	–	0.02%	216
2021 Q1	$30K	Hold	430	–	–	0.02%	220
2020 Q4	$28K	Hold	430	–	–	0.02%	211
2020 Q3	$26K	Hold	430	–	–	0.02%	206
2020 Q2	$24K	Hold	430	–	–	0.03%	209
2020 Q1	$21K	Sell	430 -15,216	-97%	-$785K	0.03%	200
2019 Q4	$829K	Buy	15,646 +776	+5%	+$42.7K	0.69%	52
2019 Q3	$818K	Sell	14,870 -776	-5%	-$42.9K	0.78%	41
2019 Q2	$891K	Hold	15,646	–	–	0.86%	29
2019 Q1	$840K	Hold	15,646	–	–	0.87%	28
2018 Q4	$706K	Buy	+15,646	New	+$750K	0.87%	28

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Bridge's ORCL Position: Q1 2026 in Review

Legacy Bridge held its Oracle (ORCL) position steady in Q1 2026 at 702 shares worth $103K. The position accounts for 0.04% of the portfolio, ranked #177.

Legacy Bridge first reported a position in ORCL in Q4 2018 and has held it in 30 quarters since. The position peaked at $891K in Q2 2019. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Legacy Bridge held 702 shares of Oracle worth $103K as of Q1 2026.
Legacy Bridge left its Oracle share count unchanged in Q1 2026.
Oracle made up 0.04% of Legacy Bridge's portfolio in Q1 2026, its #177 holding.
Legacy Bridge first reported a position in Oracle in Q4 2018 and has held it in 30 quarters since.
Legacy Bridge's Oracle position peaked at $891K in Q2 2019.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.