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Fiduciary Alliance’s Oscar Health OSCR Stock Holding History

Fiduciary Alliance’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 		$11.1M Buy
714,411
+63,632
+10% +$896K 0.67% 34
2025
Q4 		$9.35M Buy
650,779
+47,868
+8% +$828K 0.61% 37
2025
Q3 		$11.4M Buy
602,911
+149,323
+33% +$2.46M 0.76% 27
2025
Q2 		$9.72M Buy
453,588
+441,188
+3,558% +$6.56M 0.73% 30
2025
Q1 		$163K Buy
+12,400
New +$184K 0.02% 375

Other funds holding OSCR

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
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 $2.07B AUM 157.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B 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

Fiduciary Alliance's OSCR Position: Q1 2026 in Review

Fiduciary Alliance increased its Oscar Health (OSCR) stake by 9.8% in Q1 2026, buying an estimated $896K and bringing the position to 714,411 shares worth $11.1M. The position accounts for 0.67% of the portfolio, ranked #34.

Fiduciary Alliance first reported a position in OSCR in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.4M in Q3 2025. 330 funds tracked by Wall St. Rank hold OSCR as of Q1 2026.

  • Fiduciary Alliance held 714,411 shares of Oscar Health worth $11.1M as of Q1 2026.
  • Fiduciary Alliance bought 63,632 Oscar Health shares in Q1 2026, an estimated $896K.
  • Oscar Health made up 0.67% of Fiduciary Alliance's portfolio in Q1 2026, its #34 holding.
  • Fiduciary Alliance first reported a position in Oscar Health in Q1 2025 and has held it in 5 quarters since.
  • Fiduciary Alliance's Oscar Health position peaked at $11.4M in Q3 2025.
  • 330 funds tracked by Wall St. Rank held Oscar Health as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.