Carson Wealth (CWM LLC)
OSCR icon

Carson Wealth (CWM LLC)’s Oscar Health OSCR Stock Holding History

Carson Wealth (CWM LLC)’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 		$67.2K Sell
5,855
-1,188
-17% -$16.7K ﹤0.01% 3586
2025
Q4 		$101K Sell
7,043
-1,116
-14% -$19.3K ﹤0.01% 3055
2025
Q3 		$154K Buy
8,159
+779
+11% +$12.8K ﹤0.01% 2651
2025
Q2 		$158K Buy
7,380
+4,176
+130% +$62.1K ﹤0.01% 2371
2025
Q1 		$42K Buy
3,204
+1,078
+51% +$16K ﹤0.01% 3125
2024
Q4 		$29K Sell
2,126
-268
-11% -$4.32K ﹤0.01% 3201
2024
Q3 		$51K Buy
2,394
+1,842
+334% +$33.2K ﹤0.01% 2678
2024
Q2 		$9K Buy
552
+539
+4,146% +$9.91K ﹤0.01% 3618
2024
Q1 		$0 Buy
+13
New +$178 ﹤0.01% 4627
2023
Q4 		– Sell
-21
Closed – – 4412
2023
Q3 		$0 Buy
+21
New +$147 ﹤0.01% 4447

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OSCR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Oscar Health (OSCR) stake by 17% in Q1 2026, selling an estimated $16.7K and leaving 5,855 shares worth $67.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3586.

Carson Wealth (CWM LLC) first reported a position in OSCR in Q3 2023 and has held it in 10 quarters since. The position peaked at $158K in Q2 2025. 333 funds tracked by Wall St. Rank hold OSCR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,855 shares of Oscar Health worth $67.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,188 Oscar Health shares in Q1 2026, an estimated $16.7K.
  • Oscar Health made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3586 holding.
  • Carson Wealth (CWM LLC) first reported a position in Oscar Health in Q3 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s Oscar Health position peaked at $158K in Q2 2025.
  • 333 funds tracked by Wall St. Rank held Oscar Health as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.