Envestnet Asset Management
OSCR icon

Envestnet Asset Management’s Oscar Health OSCR Stock Holding History

Envestnet Asset 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
Q3 		– Sell
-30,210
Closed -$648K – 4629
2025
Q2 		$648K Buy
30,210
+20,171
+201% +$300K ﹤0.01% 3520
2025
Q1 		$132K Buy
+10,039
New +$149K ﹤0.01% 4204
2024
Q4 		– Sell
-21,151
Closed -$449K – 4367
2024
Q3 		$449K Sell
21,151
-4,486
-17% -$80.8K ﹤0.01% 3594
2024
Q2 		$406K Buy
+25,637
New +$471K ﹤0.01% 3565
2023
Q4 		– Sell
-24,959
Closed -$139K – 4129
2023
Q3 		$139K Sell
24,959
-21,464
-46% -$150K ﹤0.01% 3822
2023
Q2 		$374K Sell
46,423
-130,645
-74% -$964K ﹤0.01% 3373
2023
Q1 		$533K Buy
177,068
+63,783
+56% +$260K ﹤0.01% 3093
2022
Q4 		$279K Buy
113,285
+18,939
+20% +$59.2K ﹤0.01% 3471
2022
Q3 		$471K Buy
94,346
+77,736
+468% +$454K ﹤0.01% 3058
2022
Q2 		$71K Buy
16,610
+159
+1% +$1.01K ﹤0.01% 3790
2022
Q1 		$164K Buy
+16,451
New +$122K ﹤0.01% 3739

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Envestnet Asset Management's OSCR Position: Q3 2025 in Review

Envestnet Asset Management sold out of Oscar Health (OSCR) in Q3 2025, closing a stake of 30,210 shares — an estimated $648K sold.

Envestnet Asset Management first reported a position in OSCR in Q1 2022 and held it in 11 quarters. The position peaked at $648K in Q2 2025. 343 funds tracked by Wall St. Rank hold OSCR as of Q3 2025.

  • Envestnet Asset Management reported no remaining Oscar Health position as of Q3 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 30,210 Oscar Health shares in Q3 2025, an estimated $648K.
  • Envestnet Asset Management first reported a position in Oscar Health in Q1 2022 and held it in 11 quarters.
  • Envestnet Asset Management's Oscar Health position peaked at $648K in Q2 2025.
  • 343 funds tracked by Wall St. Rank held Oscar Health as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.