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Legacy Capital Wealth Partners’s Oracle ORCL Stock Holding History

Legacy Capital Wealth Partners’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 		$366K Sell
2,489
-477
-16% -$77.5K 0.08% 263
2025
Q4 		$578K Buy
2,966
+317
+12% +$75.5K 0.12% 176
2025
Q3 		$745K Buy
2,649
+280
+12% +$71.3K 0.16% 134
2025
Q2 		$518K Sell
2,369
-230
-9% -$37.1K 0.12% 186
2025
Q1 		$363K Sell
2,599
-505
-16% -$82.2K 0.09% 248
2024
Q4 		$517K Sell
3,104
-3,919
-56% -$696K 0.13% 173
2024
Q3 		$1.2M Buy
7,023
+3,115
+80% +$451K 0.24% 84
2024
Q2 		$552K Buy
+3,908
New +$485K 0.14% 142
2024
Q1 		– Sell
-3,529
Closed -$372K – 269
2023
Q4 		$372K Buy
3,529
+947
+37% +$103K 0.11% 186
2023
Q3 		$273K Buy
+2,582
New +$299K 0.08% 221
2023
Q2 		– Sell
-3,149
Closed -$293K – 173
2023
Q1 		$293K Buy
+3,149
New +$276K 0.08% 196

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 Wealth Partners's ORCL Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its Oracle (ORCL) stake by 16% in Q1 2026, selling an estimated $77.5K and leaving 2,489 shares worth $366K. The position accounts for 0.08% of the portfolio, ranked #263.

Legacy Capital Wealth Partners first reported a position in ORCL in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q3 2024. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Legacy Capital Wealth Partners held 2,489 shares of Oracle worth $366K as of Q1 2026.
  • Legacy Capital Wealth Partners sold 477 Oracle shares in Q1 2026, an estimated $77.5K.
  • Oracle made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #263 holding.
  • Legacy Capital Wealth Partners first reported a position in Oracle in Q1 2023 and has held it in 11 quarters since.
  • Legacy Capital Wealth Partners's Oracle position peaked at $1.2M in Q3 2024.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.