Creative Planning
OSCR icon

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
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 $5.7T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $1.79B AUM 157.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return