LEA
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Legacy Edge Advisors’s Oracle ORCL Stock Holding History

Legacy Edge Advisors’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 		$341K Sell
2,324
-37
-2% -$6.71K 0.03% 174
2026
Q1 		$347K Sell
2,361
-130
-5% -$21.1K 0.04% 171
2025
Q4 		$486K Sell
2,491
-192
-7% -$45.7K 0.05% 133
2025
Q3 		$755K Hold
2,683
– – 0.09% 103
2025
Q2 		$587K Sell
2,683
-118
-4% -$19.1K 0.08% 108
2025
Q1 		$392K Buy
2,801
+170
+6% +$27.7K 0.06% 125
2024
Q4 		$439K Buy
2,631
+109
+4% +$19.4K 0.07% 114
2024
Q3 		$430K Hold
2,522
– – 0.07% 118
2024
Q2 		$356K Buy
2,522
+252
+11% +$31.3K 0.07% 129
2024
Q1 		$285K Hold
2,270
– – 0.06% 132
2023
Q4 		$239K Buy
+2,270
New +$248K 0.05% 141

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 Edge Advisors's ORCL Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Oracle (ORCL) stake by 1.6% in Q2 2026, selling an estimated $6.71K and leaving 2,324 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #174.

Legacy Edge Advisors first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $755K in Q3 2025. 3,535 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Legacy Edge Advisors held 2,324 shares of Oracle worth $341K as of Q2 2026.
  • Legacy Edge Advisors sold 37 Oracle shares in Q2 2026, an estimated $6.71K.
  • Oracle made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #174 holding.
  • Legacy Edge Advisors first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Legacy Edge Advisors's Oracle position peaked at $755K in Q3 2025.
  • 3,535 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.