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Balance Wealth’s Oscar Health OSCR Stock Holding History

Balance 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 		$209K Buy
+7,326
New +$158K 0.06% 158

Other funds holding OSCR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Balance Wealth's OSCR Position: Q2 2026 in Review

Balance Wealth opened a new position in Oscar Health (OSCR) in Q2 2026: 7,326 shares worth $209K. The stake represents 0.06% of the portfolio and ranks #158 among its holdings.

57 funds tracked by Wall St. Rank hold OSCR as of Q2 2026.

  • Balance Wealth held 7,326 shares of Oscar Health worth $209K as of Q2 2026.
  • Oscar Health was a new Balance Wealth position in Q2 2026.
  • Oscar Health made up 0.06% of Balance Wealth's portfolio in Q2 2026, its #158 holding.
  • 57 funds tracked by Wall St. Rank held Oscar Health as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.