McCarter Private Wealth Services’s Oracle ORCL Stock Holding History

McCarter Private Wealth Services’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	$282K	Sell	2,055 -4,383	-68%	-$618K	0.1%	148
2026 Q2	$943K	Buy	6,438 +1,870	+41%	+$339K	0.33%	78
2026 Q1	$672K	Buy	4,568 +343	+8%	+$55.8K	0.29%	78
2025 Q4	$823K	Hold	4,225	–	–	0.37%	62
2025 Q3	$1.19M	Sell	4,225 -10	-0.2%	-$2.55K	0.61%	42
2025 Q2	$926K	Hold	4,235	–	–	0.53%	43
2025 Q1	$592K	Buy	4,235 +575	+16%	+$93.6K	0.39%	52
2024 Q4	$610K	Hold	3,660	–	–	0.39%	49
2024 Q3	$624K	Buy	+3,660	New	+$530K	0.39%	51

Other funds holding ORCL

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

McCarter Private Wealth Services's ORCL Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its Oracle (ORCL) stake by 68% in Q3 2026, selling an estimated $618K and leaving 2,055 shares worth $282K. The position accounts for 0.1% of the portfolio, ranked #148.

McCarter Private Wealth Services first reported a position in ORCL in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q3 2025. 1,060 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

McCarter Private Wealth Services held 2,055 shares of Oracle worth $282K as of Q3 2026.
McCarter Private Wealth Services sold 4,383 Oracle shares in Q3 2026, an estimated $618K.
Oracle made up 0.1% of McCarter Private Wealth Services's portfolio in Q3 2026, its #148 holding.
McCarter Private Wealth Services first reported a position in Oracle in Q3 2024 and has held it in 9 quarters since.
McCarter Private Wealth Services's Oracle position peaked at $1.19M in Q3 2025.
1,060 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.