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Legacy Wealth Management (Idaho)’s Oracle ORCL Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-526
Closed -$77.4K – 711
2026
Q1 		$77.4K Sell
526
-22,604
-98% -$3.67M 0.04% 211
2025
Q4 		$4.51M Sell
23,130
-46
-0.2% -$11K 2.16% 10
2025
Q3 		$6.52M Buy
23,176
+22,683
+4,601% +$5.78M 2.95% 4
2025
Q2 		$108K Hold
493
– – 0.06% 106
2025
Q1 		$68.9K Sell
493
-1
-0.2% -$163 0.05% 124
2024
Q4 		$86.2K Buy
+494
New +$87.8K 0.06% 96

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 Wealth Management (Idaho)'s ORCL Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Oracle (ORCL) in Q2 2026, closing a stake of 526 shares — an estimated $77.4K sold.

Legacy Wealth Management (Idaho) first reported a position in ORCL in Q4 2024 and held it in 6 quarters. The position peaked at $6.52M in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 526 Oracle shares in Q2 2026, an estimated $77.4K.
  • Legacy Wealth Management (Idaho) first reported a position in Oracle in Q4 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s Oracle position peaked at $6.52M in Q3 2025.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.