Creative Planning
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Creative Planning’s Oscar Health OSCR Stock Holding History

Creative Planning’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 		$2.62M Buy
91,729
+37,713
+70% +$812K ﹤0.01% 1883
2026
Q1 		$620K Sell
54,016
-15,279
-22% -$215K ﹤0.01% 2859
2025
Q4 		$996K Sell
69,295
-26,756
-28% -$463K ﹤0.01% 2287
2025
Q3 		$1.82M Buy
96,051
+36,381
+61% +$600K ﹤0.01% 1624
2025
Q2 		$1.28M Buy
59,670
+28,458
+91% +$423K ﹤0.01% 1653
2025
Q1 		$409K Buy
31,212
+13,662
+78% +$203K ﹤0.01% 2483
2024
Q4 		$236K Sell
17,550
-13,746
-44% -$221K ﹤0.01% 2852
2024
Q3 		$664K Buy
31,296
+13,286
+74% +$239K ﹤0.01% 1854
2024
Q2 		$285K Buy
18,010
+7,736
+75% +$142K ﹤0.01% 2393
2024
Q1 		$153K Buy
+10,274
New +$141K ﹤0.01% 2629

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

Creative Planning's OSCR Position: Q2 2026 in Review

Creative Planning increased its Oscar Health (OSCR) stake by 70% in Q2 2026, buying an estimated $812K and bringing the position to 91,729 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Creative Planning first reported a position in OSCR in Q1 2024 and has held it in 10 quarters since. 403 funds tracked by Wall St. Rank hold OSCR as of Q2 2026.

  • Creative Planning held 91,729 shares of Oscar Health worth $2.62M as of Q2 2026.
  • Creative Planning bought 37,713 Oscar Health shares in Q2 2026, an estimated $812K.
  • Oscar Health made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1883 holding.
  • Creative Planning first reported a position in Oscar Health in Q1 2024 and has held it in 10 quarters since.
  • 403 funds tracked by Wall St. Rank held Oscar Health as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.