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Axim Planning & Wealth’s Oscar Health OSCR Stock Holding History

Axim Planning & Wealth’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 		$563K Sell
19,751
-8,592
-30% -$185K 0.79% 27
2026
Q1 		$325K Buy
+28,343
New +$399K 0.39% 51

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

Axim Planning & Wealth's OSCR Position: Q2 2026 in Review

Axim Planning & Wealth reduced its Oscar Health (OSCR) stake by 30% in Q2 2026, selling an estimated $185K and leaving 19,751 shares worth $563K. The position accounts for 0.79% of the portfolio, ranked #27.

Axim Planning & Wealth first reported a position in OSCR in Q1 2026 and has held it in 2 quarters since. 402 funds tracked by Wall St. Rank hold OSCR as of Q2 2026.

  • Axim Planning & Wealth held 19,751 shares of Oscar Health worth $563K as of Q2 2026.
  • Axim Planning & Wealth sold 8,592 Oscar Health shares in Q2 2026, an estimated $185K.
  • Oscar Health made up 0.79% of Axim Planning & Wealth's portfolio in Q2 2026, its #27 holding.
  • Axim Planning & Wealth first reported a position in Oscar Health in Q1 2026 and has held it in 2 quarters since.
  • 402 funds tracked by Wall St. Rank held Oscar Health as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.