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EverSource Wealth Advisors’s Oscar Health OSCR Stock Holding History

EverSource Wealth Advisors’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 		$20K Buy
702
+571
+436% +$12.3K ﹤0.01% 2429
2026
Q1 		$1.5K Sell
131
-1,949
-94% -$27.5K ﹤0.01% 3735
2025
Q4 		$29.9K Buy
2,080
+633
+44% +$11K ﹤0.01% 2110
2025
Q3 		$27.4K Buy
1,447
+51
+4% +$840 ﹤0.01% 2122
2025
Q2 		$29.9K Sell
1,396
-57
-4% -$847 ﹤0.01% 1980
2025
Q1 		$19K Buy
1,453
+410
+39% +$6.09K ﹤0.01% 1711
2024
Q4 		$14K Buy
1,043
+114
+12% +$1.83K ﹤0.01% 1827
2024
Q3 		$19.7K Buy
929
+14
+2% +$252 ﹤0.01% 1495
2024
Q2 		$16.2K Sell
915
-262
-22% -$4.82K ﹤0.01% 1607
2024
Q1 		$20.4K Sell
1,177
-533
-31% -$7.3K ﹤0.01% 1351
2023
Q4 		$15.6K Hold
1,710
– – ﹤0.01% 1355
2023
Q3 		$9.53K Hold
1,710
– – ﹤0.01% 1440
2023
Q2 		$13.8K Hold
1,710
– – ﹤0.01% 1307
2023
Q1 		$11.2K Hold
1,710
– – ﹤0.01% 1308
2022
Q4 		$4.21K Buy
+1,710
New +$5.34K ﹤0.01% 1673

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 $3.38T AUM 44.17% 1-Year Est. Return

EverSource Wealth Advisors's OSCR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Oscar Health (OSCR) stake by 436% in Q2 2026, buying an estimated $12.3K and bringing the position to 702 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

EverSource Wealth Advisors first reported a position in OSCR in Q4 2022 and has held it in 15 quarters since. The position peaked at $29.9K in Q2 2025. 404 funds tracked by Wall St. Rank hold OSCR as of Q2 2026.

  • EverSource Wealth Advisors held 702 shares of Oscar Health worth $20K as of Q2 2026.
  • EverSource Wealth Advisors bought 571 Oscar Health shares in Q2 2026, an estimated $12.3K.
  • Oscar Health made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2429 holding.
  • EverSource Wealth Advisors first reported a position in Oscar Health in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Oscar Health position peaked at $29.9K in Q2 2025.
  • 404 funds tracked by Wall St. Rank held Oscar Health as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.