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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
Q2 		$370K Buy
2,524
+35
+1% +$6.34K 0.07% 262
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Capital Wealth Partners's ORCL Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Oracle (ORCL) stake by 1.4% in Q2 2026, buying an estimated $6.34K and bringing the position to 2,524 shares worth $370K. The position accounts for 0.07% of the portfolio, ranked #262.

Legacy Capital Wealth Partners first reported a position in ORCL in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.2M in Q3 2024. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Legacy Capital Wealth Partners held 2,524 shares of Oracle worth $370K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 35 Oracle shares in Q2 2026, an estimated $6.34K.
  • Oracle made up 0.07% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #262 holding.
  • Legacy Capital Wealth Partners first reported a position in Oracle in Q1 2023 and has held it in 12 quarters since.
  • Legacy Capital Wealth Partners's Oracle position peaked at $1.2M in Q3 2024.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.