Carter Financial Group
ORCL icon

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
Q3 		$696K Sell
5,066
-47
-0.9% -$6.63K 0.35% 53
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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

Carter Financial Group reduced its Oracle (ORCL) stake by 0.92% in Q3 2026, selling an estimated $6.63K and leaving 5,066 shares worth $696K. The position accounts for 0.35% of the portfolio, ranked #53.

Carter Financial Group first reported a position in ORCL in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.79M in Q3 2025. 1,513 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Carter Financial Group held 5,066 shares of Oracle worth $696K as of Q3 2026.
  • Carter Financial Group sold 47 Oracle shares in Q3 2026, an estimated $6.63K.
  • Oracle made up 0.35% of Carter Financial Group's portfolio in Q3 2026, its #53 holding.
  • Carter Financial Group first reported a position in Oracle in Q2 2025 and has held it in 6 quarters since.
  • Carter Financial Group's Oracle position peaked at $1.79M in Q3 2025.
  • 1,513 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.