CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Oscar Health OSCR Stock Holding History

CAPTRUST Financial Advisors’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
Q3 		$1.44M Sell
46,750
-3,215
-6% -$98.8K ﹤0.01% 1538
2026
Q2 		$1.43M Buy
49,965
+4,837
+11% +$104K ﹤0.01% 1535
2026
Q1 		$518K Sell
45,128
-626
-1% -$8.82K ﹤0.01% 2011
2025
Q4 		$657K Buy
45,754
+895
+2% +$15.5K ﹤0.01% 1745
2025
Q3 		$849K Buy
44,859
+325
+0.7% +$5.36K ﹤0.01% 1528
2025
Q2 		$955K Sell
44,534
-898
-2% -$13.4K ﹤0.01% 1377
2025
Q1 		$596K Sell
45,432
-1,744
-4% -$25.9K ﹤0.01% 1552
2024
Q4 		$634K Sell
47,176
-791
-2% -$12.7K ﹤0.01% 1481
2024
Q3 		$1.02M Sell
47,967
-10,894
-19% -$196K ﹤0.01% 1178
2024
Q2 		$931K Buy
58,861
+373
+0.6% +$6.86K ﹤0.01% 1179
2024
Q1 		$870K Sell
58,488
-23,829
-29% -$326K ﹤0.01% 1199
2023
Q4 		$753K Buy
+82,317
New +$568K ﹤0.01% 1452
2022
Q2 		– Sell
-202
Closed -$2K – 5080
2022
Q1 		$2K Buy
+202
New +$1.5K ﹤0.01% 4518

Other funds holding OSCR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

CAPTRUST Financial Advisors's OSCR Position: Q3 2026 in Review

CAPTRUST Financial Advisors reduced its Oscar Health (OSCR) stake by 6.4% in Q3 2026, selling an estimated $98.8K and leaving 46,750 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

CAPTRUST Financial Advisors first reported a position in OSCR in Q1 2022 and has held it in 13 quarters since. 320 funds tracked by Wall St. Rank hold OSCR as of Q3 2026.

  • CAPTRUST Financial Advisors held 46,750 shares of Oscar Health worth $1.44M as of Q3 2026.
  • CAPTRUST Financial Advisors sold 3,215 Oscar Health shares in Q3 2026, an estimated $98.8K.
  • Oscar Health made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #1538 holding.
  • CAPTRUST Financial Advisors first reported a position in Oscar Health in Q1 2022 and has held it in 13 quarters since.
  • 320 funds tracked by Wall St. Rank held Oscar Health as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.