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Arete Wealth Advisors’s Oscar Health OSCR Stock Holding History

Arete Wealth Advisors’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 		$2.01M Buy
+70,621
New +$1.52M 0.13% 161
2025
Q3 		– Sell
-20,427
Closed -$438K – 800
2025
Q2 		$438K Buy
+20,427
New +$304K 0.03% 445

Other funds holding OSCR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Jane Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arete Wealth Advisors's OSCR Position: Q2 2026 in Review

Arete Wealth Advisors opened a new position in Oscar Health (OSCR) in Q2 2026: 70,621 shares worth $2.01M. The stake represents 0.13% of the portfolio and ranks #161 among its holdings. This is a return to the name: Arete Wealth Advisors previously reported a position in OSCR as recently as Q2 2025.

Arete Wealth Advisors first reported a position in OSCR in Q2 2025 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold OSCR as of Q2 2026.

  • Arete Wealth Advisors held 70,621 shares of Oscar Health worth $2.01M as of Q2 2026.
  • Oscar Health was a new Arete Wealth Advisors position in Q2 2026.
  • Oscar Health made up 0.13% of Arete Wealth Advisors's portfolio in Q2 2026, its #161 holding.
  • Arete Wealth Advisors first reported a position in Oscar Health in Q2 2025 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held Oscar Health as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.