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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McCarter Private Wealth Services's ORCL Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Oracle (ORCL) stake by 8.1% in Q1 2026, buying an estimated $55.8K and bringing the position to 4,568 shares worth $672K. The position accounts for 0.29% of the portfolio, ranked #78.

McCarter Private Wealth Services first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

McCarter Private Wealth Services held 4,568 shares of Oracle worth $672K as of Q1 2026.
McCarter Private Wealth Services bought 343 Oracle shares in Q1 2026, an estimated $55.8K.
Oracle made up 0.29% of McCarter Private Wealth Services's portfolio in Q1 2026, its #78 holding.
McCarter Private Wealth Services first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
McCarter Private Wealth Services's Oracle position peaked at $1.19M in Q3 2025.
3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.