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Legacy Financial Independent Advisors’s Oracle ORCL Stock Holding History

Legacy Financial Independent 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 		– Sell
-22,953
Closed -$3.38M – 133
2026
Q1 		$3.38M Buy
+22,953
New +$3.73M 1.76% 23

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 $3.37T AUM 44.26% 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 Financial Independent Advisors's ORCL Position: Q2 2026 in Review

Legacy Financial Independent Advisors sold out of Oracle (ORCL) in Q2 2026, closing a stake of 22,953 shares — an estimated $3.38M sold.

Legacy Financial Independent Advisors first reported a position in ORCL in Q1 2026 and held it in 1 quarter. The position peaked at $3.38M in Q1 2026. 3,501 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Legacy Financial Independent Advisors reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Legacy Financial Independent Advisors sold 22,953 Oracle shares in Q2 2026, an estimated $3.38M.
  • Legacy Financial Independent Advisors first reported a position in Oracle in Q1 2026 and held it in 1 quarter.
  • Legacy Financial Independent Advisors's Oracle position peaked at $3.38M in Q1 2026.
  • 3,501 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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