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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
2025
Q4 		– Sell
-2,200
Closed -$41.6K – 526
2025
Q3 		$41.6K Buy
+2,200
New +$36.3K ﹤0.01% 496

Other funds holding OSCR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
RWM
Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fiduciary Alliance's OSCR Position: Q2 2026 in Review

Fiduciary Alliance reduced its Oscar Health (OSCR) stake by 52% in Q2 2026, selling an estimated $7.98M and leaving 343,696 shares worth $9.8M. The position accounts for 0.66% of the portfolio, ranked #33.

Fiduciary Alliance first reported a position in OSCR in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.4M in Q3 2025. 28 funds tracked by Wall St. Rank hold OSCR as of Q2 2026.

  • Fiduciary Alliance held 343,696 shares of Oscar Health worth $9.8M as of Q2 2026.
  • Fiduciary Alliance sold 370,715 Oscar Health shares in Q2 2026, an estimated $7.98M.
  • Oscar Health made up 0.66% of Fiduciary Alliance's portfolio in Q2 2026, its #33 holding.
  • Fiduciary Alliance first reported a position in Oscar Health in Q1 2025 and has held it in 6 quarters since.
  • Fiduciary Alliance's Oscar Health position peaked at $11.4M in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Oscar Health as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.