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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Ares Financial Consulting Calabasas, California $139M AUM