Cornerstone Planning Group’s Oscar Health OSCR Stock Holding History

Cornerstone Planning Group’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	$7.38K	Hold	250	–	–	﹤0.01%	985
2026 Q1	$4.49K	Hold	250	–	–	﹤0.01%	1114
2025 Q4	$3.72K	Buy	+250	New	+$4.33K	﹤0.01%	1055
2025 Q3	–	Sell	-86	Closed	-$1.19K	–	1745
2025 Q2	$1.19K	Hold	86	–	–	﹤0.01%	1070
2025 Q1	$1.03K	Hold	86	–	–	﹤0.01%	1126
2024 Q4	$1.4K	Hold	86	–	–	﹤0.01%	886
2024 Q3	$1.37K	Hold	86	–	–	﹤0.01%	862
2024 Q2	$1.41K	Hold	86	–	–	﹤0.01%	865
2024 Q1	$1.55K	Hold	86	–	–	﹤0.01%	708
2023 Q4	$787	Hold	86	–	–	﹤0.01%	739
2023 Q3	$479	Hold	86	–	–	﹤0.01%	900
2023 Q2	$693	Buy	+86	New	+$634	﹤0.01%	1425
2022 Q4	$256	Buy	+86	New	+$269	﹤0.01%	1501

Other funds holding OSCR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

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 New York $28B AUM 44.22% 1-Year Est. Return

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

Cornerstone Planning Group's OSCR Position: Q2 2026 in Review

Cornerstone Planning Group held its Oscar Health (OSCR) position steady in Q2 2026 at 250 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Cornerstone Planning Group first reported a position in OSCR in Q4 2022 and has held it in 13 quarters since. 184 funds tracked by Wall St. Rank hold OSCR as of Q2 2026.

Cornerstone Planning Group held 250 shares of Oscar Health worth $7.38K as of Q2 2026.
Cornerstone Planning Group left its Oscar Health share count unchanged in Q2 2026.
Oscar Health made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #985 holding.
Cornerstone Planning Group first reported a position in Oscar Health in Q4 2022 and has held it in 13 quarters since.
184 funds tracked by Wall St. Rank held Oscar Health as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.