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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
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% +$32.9K 0.14% 99
2025
Q2 		$374K Buy
+1,713
New +$277K 0.11% 122

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

Carr Financial Group's ORCL Position: Q2 2026 in Review

Carr Financial Group increased its Oracle (ORCL) stake by 32% in Q2 2026, buying an estimated $134K and bringing the position to 3,018 shares worth $442K. The position accounts for 0.1% of the portfolio, ranked #122.

Carr Financial Group first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $518K in Q3 2025. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Carr Financial Group held 3,018 shares of Oracle worth $442K as of Q2 2026.
  • Carr Financial Group bought 737 Oracle shares in Q2 2026, an estimated $134K.
  • Oracle made up 0.1% of Carr Financial Group's portfolio in Q2 2026, its #122 holding.
  • Carr Financial Group first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Carr Financial Group's Oracle position peaked at $518K in Q3 2025.
  • 3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.