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Empirical Wealth Management’s Oscar Health OSCR Stock Holding History

Empirical Wealth Management’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
Q1 		– Sell
-21,968
Closed -$295K – 696
2024
Q4 		$295K Buy
21,968
+4,838
+28% +$77.9K 0.01% 507
2024
Q3 		$363K Buy
+17,130
New +$309K 0.01% 432

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 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

Empirical Wealth Management's OSCR Position: Q1 2025 in Review

Empirical Wealth Management sold out of Oscar Health (OSCR) in Q1 2025, closing a stake of 21,968 shares — an estimated $295K sold.

Empirical Wealth Management first reported a position in OSCR in Q3 2024 and held it in 2 quarters. The position peaked at $363K in Q3 2024. 292 funds tracked by Wall St. Rank hold OSCR as of Q1 2025.

  • Empirical Wealth Management reported no remaining Oscar Health position as of Q1 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 21,968 Oscar Health shares in Q1 2025, an estimated $295K.
  • Empirical Wealth Management first reported a position in Oscar Health in Q3 2024 and held it in 2 quarters.
  • Empirical Wealth Management's Oscar Health position peaked at $363K in Q3 2024.
  • 292 funds tracked by Wall St. Rank held Oscar Health as of Q1 2025.

Based on Empirical Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.