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Clearstead Advisors’s Oscar Health OSCR Stock Holding History

Clearstead 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 		$970 Buy
+34
New +$732 ﹤0.01% 2703
2025
Q4 		– Sell
-8
Closed -$152 – 3115
2025
Q3 		$152 Buy
+8
New +$132 ﹤0.01% 2890

Other funds holding OSCR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $363M AUM 65.91% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Clearstead Advisors's OSCR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Oscar Health (OSCR) in Q2 2026: 34 shares worth $970. The stake represents ﹤0.01% of the portfolio and ranks #2703 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in OSCR as recently as Q3 2025.

Clearstead Advisors first reported a position in OSCR in Q3 2025 and has held it in 2 quarters since. 164 funds tracked by Wall St. Rank hold OSCR as of Q2 2026.

  • Clearstead Advisors held 34 shares of Oscar Health worth $970 as of Q2 2026.
  • Oscar Health was a new Clearstead Advisors position in Q2 2026.
  • Oscar Health made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2703 holding.
  • Clearstead Advisors first reported a position in Oscar Health in Q3 2025 and has held it in 2 quarters since.
  • 164 funds tracked by Wall St. Rank held Oscar Health as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.