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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
Q3 		$1.88M Sell
14,381
-3,413
-19% -$482K 0.31% 67
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Legacy Trust's ORCL Position: Q3 2026 in Review

Legacy Trust reduced its Oracle (ORCL) stake by 19% in Q3 2026, selling an estimated $482K and leaving 14,381 shares worth $1.88M. The position accounts for 0.31% of the portfolio, ranked #67.

Legacy Trust first reported a position in ORCL in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.54M in Q3 2025. 2,211 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Legacy Trust held 14,381 shares of Oracle worth $1.88M as of Q3 2026.
  • Legacy Trust sold 3,413 Oracle shares in Q3 2026, an estimated $482K.
  • Oracle made up 0.31% of Legacy Trust's portfolio in Q3 2026, its #67 holding.
  • Legacy Trust first reported a position in Oracle in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's Oracle position peaked at $5.54M in Q3 2025.
  • 2,211 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

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