MCWS
ORCL icon

McKinley Carter Wealth Services’s Oracle ORCL Stock Holding History

McKinley Carter 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 		$936K Buy
6,390
+171
+3% +$31K 0.05% 180
2026
Q1 		$915K Sell
6,219
-297
-5% -$48.3K 0.05% 175
2025
Q4 		$1.27M Sell
6,516
-627
-9% -$149K 0.07% 156
2025
Q3 		$2.01M Buy
7,143
+215
+3% +$54.8K 0.11% 121
2025
Q2 		$1.51M Buy
6,928
+18
+0.3% +$2.91K 0.08% 135
2025
Q1 		$966K Buy
6,910
+532
+8% +$86.6K 0.06% 159
2024
Q4 		$1.06M Buy
6,378
+700
+12% +$124K 0.07% 151
2024
Q3 		$967K Sell
5,678
-259
-4% -$37.5K 0.06% 162
2024
Q2 		$838K Buy
5,937
+12
+0.2% +$1.49K 0.05% 168
2024
Q1 		$744K Sell
5,925
-181
-3% -$20.7K 0.05% 173
2023
Q4 		$644K Buy
6,106
+6
+0.1% +$655 0.05% 180
2023
Q3 		$646K Buy
6,100
+68
+1% +$7.87K 0.05% 175
2023
Q2 		$718K Sell
6,032
-698
-10% -$72.2K 0.05% 176
2023
Q1 		$625K Sell
6,730
-8,733
-56% -$766K 0.05% 185
2022
Q4 		$1.26M Buy
15,463
+1,292
+9% +$98.2K 0.11% 126
2022
Q3 		$865K Buy
14,171
+899
+7% +$65.8K 0.08% 140
2022
Q2 		$927K Buy
13,272
+1,436
+12% +$105K 0.08% 140
2022
Q1 		$979K Buy
11,836
+6,764
+133% +$548K 0.08% 148
2021
Q4 		$442K Hold
5,072
– – 0.03% 202
2021
Q3 		$442K Sell
5,072
-100
-2% -$8.83K 0.04% 200
2021
Q2 		$402K Sell
5,172
-48
-0.9% -$3.76K 0.03% 211
2021
Q1 		$367K Buy
5,220
+293
+6% +$19K 0.03% 218
2020
Q4 		$319K Buy
+4,927
New +$293K 0.04% 206
2018
Q2 		– Sell
-2,008
Closed -$92K – 313
2018
Q1 		$92K Buy
+2,008
New +$99.8K 0.03% 220

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

McKinley Carter Wealth Services's ORCL Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its Oracle (ORCL) stake by 2.7% in Q2 2026, buying an estimated $31K and bringing the position to 6,390 shares worth $936K. The position accounts for 0.05% of the portfolio, ranked #180.

McKinley Carter Wealth Services first reported a position in ORCL in Q1 2018 and has held it in 24 quarters since. The position peaked at $2.01M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • McKinley Carter Wealth Services held 6,390 shares of Oracle worth $936K as of Q2 2026.
  • McKinley Carter Wealth Services bought 171 Oracle shares in Q2 2026, an estimated $31K.
  • Oracle made up 0.05% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #180 holding.
  • McKinley Carter Wealth Services first reported a position in Oracle in Q1 2018 and has held it in 24 quarters since.
  • McKinley Carter Wealth Services's Oracle position peaked at $2.01M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.