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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
Q3 		$203K Hold
1,476
– – 0.04% 351
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

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 Wealth Asset Management's ORCL Position: Q3 2026 in Review

Legacy Wealth Asset Management held its Oracle (ORCL) position steady in Q3 2026 at 1,476 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #351.

Legacy Wealth Asset Management first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $390K in Q3 2025. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Legacy Wealth Asset Management held 1,476 shares of Oracle worth $203K as of Q3 2026.
  • Legacy Wealth Asset Management left its Oracle share count unchanged in Q3 2026.
  • Oracle made up 0.04% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #351 holding.
  • Legacy Wealth Asset Management first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
  • Legacy Wealth Asset Management's Oracle position peaked at $390K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.