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Legacy Wealth Asset Management’s Oracle ORCL Stock Holding History

Legacy Wealth Asset Management’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 		$216K Hold
1,476
– – 0.05% 361
2026
Q1 		$217K Buy
1,476
+89
+6% +$14.5K 0.05% 354
2025
Q4 		$270K Hold
1,387
– – 0.07% 326
2025
Q3 		$390K Hold
1,387
– – 0.09% 289
2025
Q2 		$303K Buy
+1,387
New +$224K 0.08% 316
2025
Q1 		– Sell
-1,390
Closed -$232K – 359
2024
Q4 		$232K Sell
1,390
-2
-0.1% -$355 0.06% 332
2024
Q3 		$237K Buy
+1,392
New +$202K 0.06% 327

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Legacy Wealth Asset Management's ORCL Position: Q2 2026 in Review

Legacy Wealth Asset Management held its Oracle (ORCL) position steady in Q2 2026 at 1,476 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #361.

Legacy Wealth Asset Management first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $390K in Q3 2025. 1,593 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Legacy Wealth Asset Management held 1,476 shares of Oracle worth $216K as of Q2 2026.
  • Legacy Wealth Asset Management left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.05% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #361 holding.
  • Legacy Wealth Asset Management first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Asset Management's Oracle position peaked at $390K in Q3 2025.
  • 1,593 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.