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Legacy Private Trust’s Oracle ORCL Stock Holding History

Legacy Private Trust’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
Q3 		$440K Sell
3,208
-4,229
-57% -$597K 0.02% 211
2026
Q2 		$1.09M Sell
7,437
-6,155
-45% -$1.12M 0.06% 160
2026
Q1 		$2M Buy
13,592
+8,296
+157% +$1.35M 0.12% 115
2025
Q4 		$1.03M Buy
5,296
+1,598
+43% +$380K 0.06% 156
2025
Q3 		$1.04M Buy
3,698
+840
+29% +$214K 0.06% 152
2025
Q2 		$625K Buy
2,858
+665
+30% +$107K 0.04% 178
2025
Q1 		$307K Buy
2,193
+525
+31% +$85.5K 0.02% 214
2024
Q4 		$278K Buy
+1,668
New +$296K 0.02% 213
2018
Q4 		– Sell
-4,874
Closed -$251K – 233
2018
Q3 		$251K Buy
4,874
+139
+3% +$6.75K 0.03% 207
2018
Q2 		$209K Hold
4,735
– – 0.02% 218
2018
Q1 		$217K Sell
4,735
-1,000
-17% -$49.7K 0.03% 222
2017
Q4 		$271K Sell
5,735
-3,860
-40% -$189K 0.03% 204
2017
Q3 		$464K Hold
9,595
– – 0.06% 179
2017
Q2 		$481K Sell
9,595
-825
-8% -$37.6K 0.06% 174
2017
Q1 		$465K Sell
10,420
-1,996
-16% -$83.1K 0.06% 180
2016
Q4 		$477K Sell
12,416
-7,345
-37% -$287K 0.06% 181
2016
Q3 		$776K Sell
19,761
-920
-4% -$37.5K 0.11% 150
2016
Q2 		$846K Sell
20,681
-4,850
-19% -$194K 0.12% 138
2016
Q1 		$1.04M Buy
25,531
+160
+0.6% +$5.92K 0.16% 128
2015
Q4 		$927K Sell
25,371
-12,908
-34% -$493K 0.14% 134
2015
Q3 		$1.38M Sell
38,279
-16,716
-30% -$643K 0.22% 112
2015
Q2 		$2.22M Sell
54,995
-37,890
-41% -$1.64M 0.33% 86
2015
Q1 		$4.01M Sell
92,885
-22,553
-20% -$977K 0.59% 50
2014
Q4 		$5.19M Sell
115,438
-2,990
-3% -$122K 0.76% 40
2014
Q3 		$4.53M Buy
118,428
+5,785
+5% +$234K 0.69% 33
2014
Q2 		$4.57M Buy
112,643
+26,650
+31% +$1.1M 0.71% 36
2014
Q1 		$3.52M Buy
85,993
+3,659
+4% +$139K 0.61% 44
2013
Q4 		$3.15M Buy
82,334
+1,883
+2% +$64.7K 0.58% 49
2013
Q3 		$2.67M Sell
80,451
-674
-0.8% -$21.9K 0.56% 48
2013
Q2 		$2.49M Buy
+81,125
New +$2.69M 0.59% 47

Other funds holding ORCL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Legacy Private Trust's ORCL Position: Q3 2026 in Review

Legacy Private Trust reduced its Oracle (ORCL) stake by 57% in Q3 2026, selling an estimated $597K and leaving 3,208 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #211.

Legacy Private Trust first reported a position in ORCL in Q2 2013 and has held it in 30 quarters since. The position peaked at $5.19M in Q4 2014. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Legacy Private Trust held 3,208 shares of Oracle worth $440K as of Q3 2026.
  • Legacy Private Trust sold 4,229 Oracle shares in Q3 2026, an estimated $597K.
  • Oracle made up 0.02% of Legacy Private Trust's portfolio in Q3 2026, its #211 holding.
  • Legacy Private Trust first reported a position in Oracle in Q2 2013 and has held it in 30 quarters since.
  • Legacy Private Trust's Oracle position peaked at $5.19M in Q4 2014.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.