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
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% -$13.3K ﹤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 – 5081
2022
Q1 		$2K Buy
+202
New +$1.5K ﹤0.01% 4519

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 $3.37T AUM 44.26% 1-Year Est. Return

CAPTRUST Financial Advisors's OSCR Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Oscar Health (OSCR) stake by 11% in Q2 2026, buying an estimated $104K and bringing the position to 49,965 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

CAPTRUST Financial Advisors first reported a position in OSCR in Q1 2022 and has held it in 12 quarters since. 403 funds tracked by Wall St. Rank hold OSCR as of Q2 2026.

  • CAPTRUST Financial Advisors held 49,965 shares of Oscar Health worth $1.43M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 4,837 Oscar Health shares in Q2 2026, an estimated $104K.
  • Oscar Health made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1535 holding.
  • CAPTRUST Financial Advisors first reported a position in Oscar Health in Q1 2022 and has held it in 12 quarters since.
  • 403 funds tracked by Wall St. Rank held Oscar Health as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.