Diversified Trust
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Diversified Trust’s Oscar Health OSCR Stock Holding History

Diversified Trust’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
Q3 		$374K Buy
+12,124
New +$373K 0.01% 780
2023
Q1 		– Sell
-22,633
Closed -$56K – 897
2022
Q4 		$56K Buy
+22,633
New +$70.7K ﹤0.01% 778

Other funds holding OSCR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Diversified Trust's OSCR Position: Q3 2026 in Review

Diversified Trust opened a new position in Oscar Health (OSCR) in Q3 2026: 12,124 shares worth $374K. The stake represents 0.01% of the portfolio and ranks #780 among its holdings. This is a return to the name: Diversified Trust previously reported a position in OSCR as recently as Q4 2022.

Diversified Trust first reported a position in OSCR in Q4 2022 and has held it in 2 quarters since. 240 funds tracked by Wall St. Rank hold OSCR as of Q3 2026.

  • Diversified Trust held 12,124 shares of Oscar Health worth $374K as of Q3 2026.
  • Oscar Health was a new Diversified Trust position in Q3 2026.
  • Oscar Health made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #780 holding.
  • Diversified Trust first reported a position in Oscar Health in Q4 2022 and has held it in 2 quarters since.
  • 240 funds tracked by Wall St. Rank held Oscar Health as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.