Bank of Montreal’s Oscar Health OSCR Stock Holding History

Bank of Montreal’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	$7.46M	Sell	261,650 -12,700	-5%	-$273K	﹤0.01%	1245
2026 Q1	$3.15M	Buy	274,350 +5,289	+2%	+$74.5K	﹤0.01%	1496
2025 Q4	$3.87M	Buy	269,061 +27,522	+11%	+$476K	﹤0.01%	1420
2025 Q3	$4.57M	Buy	+241,539	New	+$3.98M	﹤0.01%	1323
2024 Q3	–	Sell	-244,048	Closed	-$4.96M	–	4136
2024 Q2	$4.96M	Buy	+244,048	New	+$4.49M	﹤0.01%	1265
2023 Q4	–	Sell	-617,436	Closed	-$3.8M	–	4226
2023 Q3	$3.8M	Buy	+617,436	New	+$4.32M	﹤0.01%	1386
2023 Q1	–	Sell	-366,934	Closed	-$906K	–	4074
2022 Q4	$906K	Buy	+366,934	New	+$1.15M	﹤0.01%	2253
2021 Q4	–	Sell	-1,908,500	Closed	-$33.6M	–	3759
2021 Q3	$33.6M	Buy	1,908,500 +790,000	+71%	+$13.4M	0.02%	697
2021 Q2	$24.7M	Buy	+1,118,500	New	+$26.8M	0.01%	801

Other funds holding OSCR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of Montreal's OSCR Position: Q2 2026 in Review

Bank of Montreal reduced its Oscar Health (OSCR) stake by 4.6% in Q2 2026, selling an estimated $273K and leaving 261,650 shares worth $7.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Bank of Montreal first reported a position in OSCR in Q2 2021 and has held it in 9 quarters since. The position peaked at $33.6M in Q3 2021. 403 funds tracked by Wall St. Rank hold OSCR as of Q2 2026.

Bank of Montreal held 261,650 shares of Oscar Health worth $7.46M as of Q2 2026.
Bank of Montreal sold 12,700 Oscar Health shares in Q2 2026, an estimated $273K.
Oscar Health made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1245 holding.
Bank of Montreal first reported a position in Oscar Health in Q2 2021 and has held it in 9 quarters since.
Bank of Montreal's Oscar Health position peaked at $33.6M in Q3 2021.
403 funds tracked by Wall St. Rank held Oscar Health as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.