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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Trust's ORCL Position: Q1 2026 in Review

Legacy Trust reduced its Oracle (ORCL) stake by 1.1% in Q1 2026, selling an estimated $34.1K and leaving 18,640 shares worth $2.74M. The position accounts for 0.53% of the portfolio, ranked #48.

Legacy Trust first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.54M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Legacy Trust held 18,640 shares of Oracle worth $2.74M as of Q1 2026.
Legacy Trust sold 210 Oracle shares in Q1 2026, an estimated $34.1K.
Oracle made up 0.53% of Legacy Trust's portfolio in Q1 2026, its #48 holding.
Legacy Trust first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
Legacy Trust's Oracle position peaked at $5.54M in Q3 2025.
3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.