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Legacy Investment Solutions’s Oracle ORCL Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$108K Buy
+493
New +$79.6K 0.06% 106
2024
Q4 		$86.2K Buy
+494
New +$87.8K 0.06% 96

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Investment Solutions's ORCL Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Oracle (ORCL) in Q2 2025: 493 shares worth $108K. The stake represents 0.06% of the portfolio and ranks #106 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in ORCL as recently as Q4 2024.

Legacy Investment Solutions first reported a position in ORCL in Q4 2024 and has held it in 2 quarters since. 3,616 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

  • Legacy Investment Solutions held 493 shares of Oracle worth $108K as of Q2 2025.
  • Oracle was a new Legacy Investment Solutions position in Q2 2025.
  • Oracle made up 0.06% of Legacy Investment Solutions's portfolio in Q2 2025, its #106 holding.
  • Legacy Investment Solutions first reported a position in Oracle in Q4 2024 and has held it in 2 quarters since.
  • 3,616 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.