LFA
ORCL icon

Legend Financial Advisors’s Oracle ORCL Stock Holding History

Legend Financial Advisors’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
2025
Q3 		– Sell
-157
Closed -$34.3K – 124
2025
Q2 		$34.3K Buy
+157
New +$25.4K 0.02% 67
2025
Q1 		– Sell
-157
Closed -$26.2K – 181
2024
Q4 		$26.2K Hold
157
– – 0.02% 76
2024
Q3 		$26.8K Hold
157
– – 0.02% 69
2024
Q2 		$22.2K Sell
157
-32
-17% -$3.97K 0.02% 93
2024
Q1 		$23.7K Buy
189
+125
+195% +$14.3K 0.02% 84
2023
Q4 		$6.75K Buy
+64
New +$6.99K 0.01% 140
2023
Q3 		– Sell
-186
Closed -$22.2K – 210
2023
Q2 		$22.2K Hold
186
– – 0.02% 95
2023
Q1 		$17.3K Sell
186
-299
-62% -$26.2K 0.01% 110
2022
Q4 		$39.6K Buy
485
+279
+135% +$21.2K 0.03% 77
2022
Q3 		$12.6K Buy
+206
New +$15.1K 0.01% 131

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legend Financial Advisors's ORCL Position: Q3 2025 in Review

Legend Financial Advisors sold out of Oracle (ORCL) in Q3 2025, closing a stake of 157 shares — an estimated $34.3K sold.

Legend Financial Advisors first reported a position in ORCL in Q3 2022 and held it in 10 quarters. The position peaked at $39.6K in Q4 2022. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Legend Financial Advisors reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 157 Oracle shares in Q3 2025, an estimated $34.3K.
  • Legend Financial Advisors first reported a position in Oracle in Q3 2022 and held it in 10 quarters.
  • Legend Financial Advisors's Oracle position peaked at $39.6K in Q4 2022.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.