Carr Financial Group
ORCL icon

Carr Financial Group’s Oracle ORCL Stock Holding History

Carr Financial Group’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 		– Sell
-3,018
Closed -$442K – 190
2026
Q2 		$442K Buy
3,018
+737
+32% +$134K 0.1% 122
2026
Q1 		$336K Sell
2,281
-82
-3% -$13.3K 0.09% 131
2025
Q4 		$461K Buy
2,363
+521
+28% +$124K 0.12% 108
2025
Q3 		$518K Buy
1,842
+129
+8% +$32.8K 0.14% 99
2025
Q2 		$374K Buy
+1,713
New +$277K 0.11% 122

Other funds holding ORCL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Carr Financial Group's ORCL Position: Q3 2026 in Review

Carr Financial Group sold out of Oracle (ORCL) in Q3 2026, closing a stake of 3,018 shares — an estimated $442K sold.

Carr Financial Group first reported a position in ORCL in Q2 2025 and held it in 5 quarters. The position peaked at $518K in Q3 2025. 2,528 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Carr Financial Group reported no remaining Oracle position as of Q3 2026 after selling out during the quarter.
  • Carr Financial Group sold 3,018 Oracle shares in Q3 2026, an estimated $442K.
  • Carr Financial Group first reported a position in Oracle in Q2 2025 and held it in 5 quarters.
  • Carr Financial Group's Oracle position peaked at $518K in Q3 2025.
  • 2,528 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Carr Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.