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Legacy Financial Advisors’s Oracle ORCL Stock Holding History

Legacy Financial 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
Q1 		$2.97M Buy
20,208
+1,238
+7% +$201K 0.42% 40
2025
Q4 		$3.7M Sell
18,970
-116
-0.6% -$27.6K 0.51% 32
2025
Q3 		$5.37M Sell
19,086
-26
-0.1% -$6.62K 0.74% 22
2025
Q2 		$4.18M Sell
19,112
-68
-0.4% -$11K 0.65% 27
2025
Q1 		$2.68M Buy
19,180
+219
+1% +$35.7K 0.45% 38
2024
Q4 		$3.16M Sell
18,961
-495
-3% -$87.9K 0.52% 33
2024
Q3 		$3.32M Buy
19,456
+503
+3% +$72.9K 0.56% 32
2024
Q2 		$2.68M Buy
18,953
+501
+3% +$62.2K 0.48% 35
2024
Q1 		$2.32M Buy
18,452
+2,178
+13% +$249K 0.42% 41
2023
Q4 		$1.72M Buy
16,274
+750
+5% +$81.9K 0.33% 49
2023
Q3 		$1.64M Buy
15,524
+1,812
+13% +$210K 0.33% 45
2023
Q2 		$1.63M Buy
13,712
+699
+5% +$72.3K 0.31% 43
2023
Q1 		$1.21M Sell
13,013
-1,001
-7% -$87.8K 0.25% 51
2022
Q4 		$1.15M Buy
14,014
+1,909
+16% +$145K 0.25% 49
2022
Q3 		$739K Buy
12,105
+448
+4% +$32.8K 0.18% 66
2022
Q2 		$814K Buy
11,657
+768
+7% +$56.2K 0.2% 57
2022
Q1 		$901K Buy
10,889
+1,902
+21% +$154K 0.2% 51
2021
Q4 		$784K Buy
8,987
+1,277
+17% +$120K 0.18% 58
2021
Q3 		$672K Buy
7,710
+348
+5% +$30.7K 0.16% 58
2021
Q2 		$573K Buy
7,362
+526
+8% +$41.2K 0.15% 64
2021
Q1 		$480K Buy
6,836
+693
+11% +$44.9K 0.13% 69
2020
Q4 		$397K Buy
6,143
+712
+13% +$42.4K 0.11% 75
2020
Q3 		$324K Buy
+5,431
New +$309K 0.1% 82
2019
Q2 		– Sell
-2,797
Closed -$150K – 664
2019
Q1 		$150K Sell
2,797
-544
-16% -$27.7K 0.05% 123
2018
Q4 		$151K Sell
3,341
-2,638
-44% -$126K 0.06% 117
2018
Q3 		$308K Buy
5,979
+133
+2% +$6.46K 0.11% 77
2018
Q2 		$284K Sell
5,846
-1,113
-16% -$51.3K 0.11% 81
2018
Q1 		$318K Buy
6,959
+4,543
+188% +$226K 0.13% 76
2017
Q4 		$114K Buy
+2,416
New +$119K 0.05% 169

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 Financial Advisors's ORCL Position: Q1 2026 in Review

Legacy Financial Advisors increased its Oracle (ORCL) stake by 6.5% in Q1 2026, buying an estimated $201K and bringing the position to 20,208 shares worth $2.97M. The position accounts for 0.42% of the portfolio, ranked #40.

Legacy Financial Advisors first reported a position in ORCL in Q4 2017 and has held it in 29 quarters since. The position peaked at $5.37M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Legacy Financial Advisors held 20,208 shares of Oracle worth $2.97M as of Q1 2026.
  • Legacy Financial Advisors bought 1,238 Oracle shares in Q1 2026, an estimated $201K.
  • Oracle made up 0.42% of Legacy Financial Advisors's portfolio in Q1 2026, its #40 holding.
  • Legacy Financial Advisors first reported a position in Oracle in Q4 2017 and has held it in 29 quarters since.
  • Legacy Financial Advisors's Oracle position peaked at $5.37M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.