Annex Advisory Services
OSCR icon

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
Q3 		$1.62M Sell
52,387
-21,896
-29% -$673K 0.03% 175
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Glynn Capital Management
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Annex Advisory Services's OSCR Position: Q3 2026 in Review

Annex Advisory Services reduced its Oscar Health (OSCR) stake by 29% in Q3 2026, selling an estimated $673K and leaving 52,387 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #175.

Annex Advisory Services first reported a position in OSCR in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.12M in Q2 2026. 204 funds tracked by Wall St. Rank hold OSCR as of Q3 2026.

  • Annex Advisory Services held 52,387 shares of Oscar Health worth $1.62M as of Q3 2026.
  • Annex Advisory Services sold 21,896 Oscar Health shares in Q3 2026, an estimated $673K.
  • Oscar Health made up 0.03% of Annex Advisory Services's portfolio in Q3 2026, its #175 holding.
  • Annex Advisory Services first reported a position in Oscar Health in Q2 2025 and has held it in 6 quarters since.
  • Annex Advisory Services's Oscar Health position peaked at $2.12M in Q2 2026.
  • 204 funds tracked by Wall St. Rank held Oscar Health as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.