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Concurrent Investment Advisors’s Oscar Health OSCR Stock Holding History

Concurrent Investment 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
2025
Q2 		– Sell
-51,611
Closed -$677K – 1457
2025
Q1 		$677K Buy
+51,611
New +$766K 0.02% 657

Other funds holding OSCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concurrent Investment Advisors's OSCR Position: Q2 2025 in Review

Concurrent Investment Advisors sold out of Oscar Health (OSCR) in Q2 2025, closing a stake of 51,611 shares — an estimated $677K sold.

Concurrent Investment Advisors first reported a position in OSCR in Q1 2025 and held it in 1 quarter. The position peaked at $677K in Q1 2025. 332 funds tracked by Wall St. Rank hold OSCR as of Q2 2025.

  • Concurrent Investment Advisors reported no remaining Oscar Health position as of Q2 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 51,611 Oscar Health shares in Q2 2025, an estimated $677K.
  • Concurrent Investment Advisors first reported a position in Oscar Health in Q1 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's Oscar Health position peaked at $677K in Q1 2025.
  • 332 funds tracked by Wall St. Rank held Oscar Health as of Q2 2025.

Based on Concurrent Investment Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.