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

Legacy Wealth Management (Mississippi)’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	$304K	Buy	2,073 +148	+8%	+$26.8K	0.08%	100
2026 Q1	$283K	Buy	1,925 +71	+4%	+$11.5K	0.08%	93
2025 Q4	$361K	Buy	1,854 +35	+2%	+$8.33K	0.1%	76
2025 Q3	$512K	Buy	1,819 +60	+3%	+$15.3K	0.15%	65
2025 Q2	$385K	Sell	1,759 -1,451	-45%	-$234K	0.12%	69
2025 Q1	$449K	Buy	3,210 +736	+30%	+$120K	0.15%	68
2024 Q4	$412K	Sell	2,474 -1,405	-36%	-$250K	0.16%	74
2024 Q3	$661K	Buy	3,879 +2,160	+126%	+$313K	0.24%	65
2024 Q2	$243K	Hold	1,719	–	–	0.1%	70
2024 Q1	$216K	Buy	+1,719	New	+$197K	0.1%	70
2023 Q3	–	Sell	-1,719	Closed	-$205K	–	76
2023 Q2	$205K	Buy	+1,719	New	+$178K	0.1%	71

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

Legacy Wealth Management (Mississippi) increased its Oracle (ORCL) stake by 7.7% in Q2 2026, buying an estimated $26.8K and bringing the position to 2,073 shares worth $304K. The position accounts for 0.08% of the portfolio, ranked #100.

Legacy Wealth Management (Mississippi) first reported a position in ORCL in Q2 2023 and has held it in 11 quarters since. The position peaked at $661K in Q3 2024. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Legacy Wealth Management (Mississippi) held 2,073 shares of Oracle worth $304K as of Q2 2026.
Legacy Wealth Management (Mississippi) bought 148 Oracle shares in Q2 2026, an estimated $26.8K.
Oracle made up 0.08% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #100 holding.
Legacy Wealth Management (Mississippi) first reported a position in Oracle in Q2 2023 and has held it in 11 quarters since.
Legacy Wealth Management (Mississippi)'s Oracle position peaked at $661K in Q3 2024.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.