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Carter Financial Group’s Oracle ORCL Stock Holding History

Carter 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 		$749K Sell
5,113
-40
-0.8% -$7.25K 0.39% 52
2026
Q1 		$758K Sell
5,153
-248
-5% -$40.3K 0.47% 44
2025
Q4 		$1.05M Sell
5,401
-963
-15% -$229K 0.62% 36
2025
Q3 		$1.79M Buy
6,364
+1,080
+20% +$275K 1.08% 21
2025
Q2 		$1.16M Buy
+5,284
New +$853K 0.76% 31

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

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

Carter Financial Group reduced its Oracle (ORCL) stake by 0.78% in Q2 2026, selling an estimated $7.25K and leaving 5,113 shares worth $749K. The position accounts for 0.39% of the portfolio, ranked #52.

Carter Financial Group first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.79M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Carter Financial Group held 5,113 shares of Oracle worth $749K as of Q2 2026.
  • Carter Financial Group sold 40 Oracle shares in Q2 2026, an estimated $7.25K.
  • Oracle made up 0.39% of Carter Financial Group's portfolio in Q2 2026, its #52 holding.
  • Carter Financial Group first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Carter Financial Group's Oracle position peaked at $1.79M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.