MCCARTER PRIVATE WEALTH SERVICES LLC

Position in ORCL — Oracle Corp

CIK 2036922 Boston, MA

Position in ORCL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$943,488

+$271,491 QoQ

Shares Held

6,438

+40.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,864

of 3,472 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MCCARTER PRIVATE WEALTH SERVICES LLC holds $15,673,421 across 5 Software - Infrastructure names. ORCL ranks #3 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	23,694	$8,838,334
2	PANW	Palo Alto Networks Inc	15,901	$5,422,559
3	ORCL	Oracle Corp This page	6,438	$943,488
4	AKAM	Akamai Technologies Inc	2,200	$260,062
5	NET	Cloudflare, Inc.	852	$208,978

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$943,488	6,438	+40.9%	Shares	Other	2026-08-05
2026-03-31	$671,997	4,568	+8.1%	Shares	Sole	2026-05-15
2025-12-31	$823,494	4,225	0.0%	Shares	Other	2026-02-10
2025-09-30	$1,188,239	4,225	-0.2%	Shares	Other	2025-10-22
2025-06-30	$925,897	4,235	0.0%	Shares	Other	2025-08-04
2025-03-31	$592,094	4,235	+15.7%	Shares	Other	2025-05-14
2024-12-31	$609,902	3,660	0.0%	Shares	Other	2025-02-14
2024-09-30	$623,664	3,660	—	Shares	Other	2024-11-14
No filing history on record for this holder in this stock.