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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

McCarter Private Wealth Services's ORCL Position: Q2 2026 in Review

McCarter Private Wealth Services increased its Oracle (ORCL) stake by 41% in Q2 2026, buying an estimated $339K and bringing the position to 6,438 shares worth $943K. The position accounts for 0.33% of the portfolio, ranked #78.

McCarter Private Wealth Services first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.19M in Q3 2025. 3,520 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

McCarter Private Wealth Services held 6,438 shares of Oracle worth $943K as of Q2 2026.
McCarter Private Wealth Services bought 1,870 Oracle shares in Q2 2026, an estimated $339K.
Oracle made up 0.33% of McCarter Private Wealth Services's portfolio in Q2 2026, its #78 holding.
McCarter Private Wealth Services first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Oracle position peaked at $1.19M in Q3 2025.
3,520 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.