LCGC
ORCL icon

Legacy Capital Group California’s Oracle ORCL Stock Holding History

Legacy Capital Group California’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 		– Sell
-5,744
Closed -$1.12M – 339
2025
Q4 		$1.12M Sell
5,744
-258
-4% -$61.4K 0.27% 92
2025
Q3 		$1.69M Sell
6,002
-821
-12% -$209K 0.43% 46
2025
Q2 		$1.49M Sell
6,823
-662
-9% -$107K 0.41% 46
2025
Q1 		$1.05M Buy
7,485
+23
+0.3% +$3.75K 0.36% 53
2024
Q4 		$1.24M Buy
7,462
+381
+5% +$67.7K 0.38% 54
2024
Q3 		$1.21M Sell
7,081
-282
-4% -$40.8K 0.4% 54
2024
Q2 		$1.04M Buy
7,363
+534
+8% +$66.3K 0.37% 65
2024
Q1 		$858K Buy
6,829
+80
+1% +$9.16K 0.32% 93
2023
Q4 		$712K Buy
6,749
+353
+6% +$38.5K 0.28% 118
2023
Q3 		$677K Buy
6,396
+402
+7% +$46.5K 0.29% 98
2023
Q2 		$714K Buy
5,994
+1,555
+35% +$161K 0.29% 97
2023
Q1 		$412K Buy
+4,439
New +$389K 0.2% 150

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Capital Group California's ORCL Position: Q1 2026 in Review

Legacy Capital Group California sold out of Oracle (ORCL) in Q1 2026, closing a stake of 5,744 shares — an estimated $1.12M sold.

Legacy Capital Group California first reported a position in ORCL in Q1 2023 and held it in 12 quarters. The position peaked at $1.69M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Legacy Capital Group California reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 5,744 Oracle shares in Q1 2026, an estimated $1.12M.
  • Legacy Capital Group California first reported a position in Oracle in Q1 2023 and held it in 12 quarters.
  • Legacy Capital Group California's Oracle position peaked at $1.69M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.