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Legal Advantage Investments’s Oracle ORCL Stock Holding History

Legal Advantage Investments’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 		$2.05M Hold
14,961
– – 0.44% 38
2026
Q2 		$2.19M Sell
14,961
-2,200
-13% -$399K 0.77% 36
2026
Q1 		$2.52M Buy
17,161
+1,025
+6% +$167K 1.3% 30
2025
Q4 		$3.15M Sell
16,136
-600
-4% -$143K 1.46% 29
2025
Q3 		$4.71M Sell
16,736
-60
-0.4% -$15.3K 2.12% 16
2025
Q2 		$3.67M Sell
16,796
-2,150
-11% -$347K 1.72% 24
2025
Q1 		$2.65M Sell
18,946
-800
-4% -$130K 1.43% 27
2024
Q4 		$3.29M Sell
19,746
-300
-1% -$53.3K 1.74% 17
2024
Q3 		$3.42M Sell
20,046
-216
-1% -$31.3K 1.88% 16
2024
Q2 		$2.86M Hold
20,262
– – 1.65% 18
2024
Q1 		$2.55M Buy
20,262
+100
+0.5% +$11.4K 1.42% 22
2023
Q4 		$2.13M Buy
20,162
+4,600
+30% +$502K 1.28% 23
2023
Q3 		$1.65M Sell
15,562
-854
-5% -$98.9K 1.18% 23
2023
Q2 		$1.95M Buy
16,416
+1
+0% +$103 1.3% 22
2023
Q1 		$1.53M Hold
16,415
– – 1.12% 26
2022
Q4 		$1.34M Buy
16,415
+1
+0% +$76 1.1% 26
2022
Q3 		$1M Buy
16,414
+2,001
+14% +$146K 0.94% 33
2022
Q2 		$1.01M Buy
14,413
+6,501
+82% +$476K 0.98% 32
2022
Q1 		$654K Hold
7,912
– – 0.49% 53
2021
Q4 		$690K Buy
7,912
+1
+0% +$94 0.47% 54
2021
Q3 		$689K Buy
7,911
+1
+0% +$88 0.46% 54
2021
Q2 		$615K Sell
7,910
-2,954
-27% -$231K 0.42% 56
2021
Q1 		$762K Sell
10,864
-1,311
-11% -$84.9K 0.57% 46
2020
Q4 		$788K Buy
+12,175
New +$725K 0.61% 46

Other funds holding ORCL

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Legal Advantage Investments's ORCL Position: Q3 2026 in Review

Legal Advantage Investments held its Oracle (ORCL) position steady in Q3 2026 at 14,961 shares worth $2.05M. The position accounts for 0.44% of the portfolio, ranked #38.

Legal Advantage Investments first reported a position in ORCL in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.71M in Q3 2025. 556 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Legal Advantage Investments held 14,961 shares of Oracle worth $2.05M as of Q3 2026.
  • Legal Advantage Investments left its Oracle share count unchanged in Q3 2026.
  • Oracle made up 0.44% of Legal Advantage Investments's portfolio in Q3 2026, its #38 holding.
  • Legal Advantage Investments first reported a position in Oracle in Q4 2020 and has held it in 24 quarters since.
  • Legal Advantage Investments's Oracle position peaked at $4.71M in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Legal Advantage Investments's 13F filing for Q3 2026, filed 13 Oct 2026.