Allworth Financial’s Oscar Health OSCR Stock Holding History

Allworth Financial’s Portfolio OSCR Stock Details OSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.4K	Sell	903 -797	-47%	-$11.2K	﹤0.01%	3475
2025 Q4	$24.4K	Sell	1,700 -13	-0.8%	-$225	﹤0.01%	2674
2025 Q3	$32.4K	Sell	1,713 -11,153	-87%	-$184K	﹤0.01%	2403
2025 Q2	$276K	Buy	12,866 +12,382	+2,558%	+$184K	﹤0.01%	1046
2025 Q1	$5.82K	Buy	484 +71	+17%	+$1.05K	﹤0.01%	2678
2024 Q4	$6.72K	Sell	413 -11	-3%	-$177	﹤0.01%	2621
2024 Q3	$8.99K	Buy	424 +11	+3%	+$198	﹤0.01%	2314
2024 Q2	$6.3K	Hold	413	–	–	﹤0.01%	2406
2024 Q1	$6.14K	Hold	413	–	–	﹤0.01%	2322
2023 Q4	$3.78K	Hold	413	–	–	﹤0.01%	2387
2023 Q3	$2.3K	Hold	413	–	–	﹤0.01%	2471
2023 Q2	$3.33K	Hold	413	–	–	﹤0.01%	2282
2023 Q1	$2.7K	Buy	413 +335	+429%	+$1.37K	﹤0.01%	2283
2022 Q4	$192	Buy	+78	New	+$244	﹤0.01%	2791

Other funds holding OSCR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return

BIT Capital Berlin, Germany $1.79B AUM 157.17% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

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

Geode Capital Management

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