Bank of Montreal
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal's OSCR Position: Q1 2026 in Review

Bank of Montreal increased its Oscar Health (OSCR) stake by 2% in Q1 2026, buying an estimated $74.5K and bringing the position to 274,350 shares worth $3.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

Bank of Montreal first reported a position in OSCR in Q2 2021 and has held it in 8 quarters since. The position peaked at $33.6M in Q3 2021. 330 funds tracked by Wall St. Rank hold OSCR as of Q1 2026.

  • Bank of Montreal held 274,350 shares of Oscar Health worth $3.15M as of Q1 2026.
  • Bank of Montreal bought 5,289 Oscar Health shares in Q1 2026, an estimated $74.5K.
  • Oscar Health made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1496 holding.
  • Bank of Montreal first reported a position in Oscar Health in Q2 2021 and has held it in 8 quarters since.
  • Bank of Montreal's Oscar Health position peaked at $33.6M in Q3 2021.
  • 330 funds tracked by Wall St. Rank held Oscar Health as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.