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Legacy CG’s Oracle ORCL Stock Holding History

Legacy CG’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 		$4.57M Buy
31,209
+1,210
+4% +$219K 1.17% 36
2026
Q1 		$4.41M Buy
29,999
+784
+3% +$127K 1.23% 34
2025
Q4 		$5.69M Sell
29,215
-3,481
-11% -$829K 1.59% 27
2025
Q3 		$9.2M Sell
32,696
-5,200
-14% -$1.32M 2.59% 12
2025
Q2 		$8.29M Sell
37,896
-4,267
-10% -$689K 2.47% 12
2025
Q1 		$5.89M Buy
42,163
+1,657
+4% +$270K 1.9% 20
2024
Q4 		$6.75M Buy
40,506
+773
+2% +$137K 2.07% 17
2024
Q3 		$6.77M Buy
39,733
+477
+1% +$69.1K 2.21% 14
2024
Q2 		$5.54M Buy
39,256
+3,377
+9% +$419K 1.89% 22
2024
Q1 		$4.51M Buy
35,879
+4,011
+13% +$459K 1.63% 29
2023
Q4 		$3.36M Buy
+31,868
New +$3.48M 1.28% 34

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Legacy CG's ORCL Position: Q2 2026 in Review

Legacy CG increased its Oracle (ORCL) stake by 4% in Q2 2026, buying an estimated $219K and bringing the position to 31,209 shares worth $4.57M. The position accounts for 1.17% of the portfolio, ranked #36.

Legacy CG first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.2M in Q3 2025. 1,558 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Legacy CG held 31,209 shares of Oracle worth $4.57M as of Q2 2026.
  • Legacy CG bought 1,210 Oracle shares in Q2 2026, an estimated $219K.
  • Oracle made up 1.17% of Legacy CG's portfolio in Q2 2026, its #36 holding.
  • Legacy CG first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Legacy CG's Oracle position peaked at $9.2M in Q3 2025.
  • 1,558 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Legacy CG's 13F filing for Q2 2026, filed 22 Jul 2026.