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ORCL icon

Legacy Trust’s Oracle ORCL Stock Holding History

Legacy 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
Q2 		$2.61M Sell
17,794
-846
-5% -$153K 0.46% 51
2026
Q1 		$2.74M Sell
18,640
-210
-1% -$34.1K 0.53% 48
2025
Q4 		$3.67M Sell
18,850
-844
-4% -$201K 0.69% 40
2025
Q3 		$5.54M Buy
19,694
+1,300
+7% +$331K 1.09% 30
2025
Q2 		$4.02M Sell
18,394
-1,363
-7% -$220K 0.99% 32
2025
Q1 		$2.76M Buy
19,757
+36
+0.2% +$5.86K 0.67% 47
2024
Q4 		$3.29M Sell
19,721
-215
-1% -$38.2K 0.76% 42
2024
Q3 		$3.4M Buy
19,936
+633
+3% +$91.7K 0.78% 45
2024
Q2 		$2.73M Buy
19,303
+5
+0% +$621 0.68% 50
2024
Q1 		$2.42M Buy
19,298
+73
+0.4% +$8.36K 0.6% 53
2023
Q4 		$2.03M Sell
19,225
-815
-4% -$88.9K 0.53% 55
2023
Q3 		$2.12M Buy
20,040
+4
+0% +$463 0.62% 55
2023
Q2 		$2.39M Buy
20,036
+45
+0.2% +$4.65K 0.66% 52
2023
Q1 		$1.86M Sell
19,991
-500
-2% -$43.8K 0.55% 60
2022
Q4 		$1.67M Buy
+20,491
New +$1.56M 0.52% 61

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 Trust's ORCL Position: Q2 2026 in Review

Legacy Trust reduced its Oracle (ORCL) stake by 4.5% in Q2 2026, selling an estimated $153K and leaving 17,794 shares worth $2.61M. The position accounts for 0.46% of the portfolio, ranked #51.

Legacy Trust first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.54M in Q3 2025. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Legacy Trust held 17,794 shares of Oracle worth $2.61M as of Q2 2026.
  • Legacy Trust sold 846 Oracle shares in Q2 2026, an estimated $153K.
  • Oracle made up 0.46% of Legacy Trust's portfolio in Q2 2026, its #51 holding.
  • Legacy Trust first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's Oracle position peaked at $5.54M in Q3 2025.
  • 3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.