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
Q2 		$7.38M Sell
258,900
-12,700
-5% -$273K ﹤0.01% 1253
2026
Q1 		$3.12M Buy
271,600
+11,200
+4% +$158K ﹤0.01% 1498
2025
Q4 		$3.74M Buy
260,400
+26,800
+11% +$464K ﹤0.01% 1440
2025
Q3 		$4.42M Buy
+233,600
New +$3.85M ﹤0.01% 1343

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 $3.38T 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.