Annex Advisory Services’s Oscar Health OSCR Stock Holding History

Annex Advisory Services’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 Q2	$2.12M	Sell	74,283 -92,426	-55%	-$1.99M	0.04%	154
2026 Q1	$1.91M	Buy	166,709 +62,273	+60%	+$877K	0.04%	156
2025 Q4	$1.5M	Buy	104,436 +35,376	+51%	+$612K	0.03%	168
2025 Q3	$1.31M	Buy	69,060 +31,666	+85%	+$522K	0.03%	155
2025 Q2	$802K	Buy	+37,394	New	+$556K	0.02%	177

Other funds holding OSCR

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TCMNY

Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return

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

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

Annex Advisory Services's OSCR Position: Q2 2026 in Review

Annex Advisory Services reduced its Oscar Health (OSCR) stake by 55% in Q2 2026, selling an estimated $1.99M and leaving 74,283 shares worth $2.12M. The position accounts for 0.04% of the portfolio, ranked #154.

Annex Advisory Services first reported a position in OSCR in Q2 2025 and has held it in 5 quarters since. 403 funds tracked by Wall St. Rank hold OSCR as of Q2 2026.

Annex Advisory Services held 74,283 shares of Oscar Health worth $2.12M as of Q2 2026.
Annex Advisory Services sold 92,426 Oscar Health shares in Q2 2026, an estimated $1.99M.
Oscar Health made up 0.04% of Annex Advisory Services's portfolio in Q2 2026, its #154 holding.
Annex Advisory Services first reported a position in Oscar Health in Q2 2025 and has held it in 5 quarters since.
403 funds tracked by Wall St. Rank held Oscar Health as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.