First Trust Advisors
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First Trust Advisors’s Oscar Health OSCR Stock Holding History

First Trust 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
Q3 		$25.6M Buy
829,337
+543,477
+190% +$16.7M 0.02% 857
2026
Q2 		$8.15M Sell
285,860
-60,354
-17% -$1.3M ﹤0.01% 1307
2026
Q1 		$3.97M Buy
346,214
+41,714
+14% +$588K ﹤0.01% 1587
2025
Q4 		$4.38M Sell
304,500
-7,088
-2% -$123K ﹤0.01% 1484
2025
Q3 		$5.9M Buy
311,588
+19,278
+7% +$318K ﹤0.01% 1301
2025
Q2 		$6.27M Buy
292,310
+18,627
+7% +$277K 0.01% 1263
2025
Q1 		$3.59M Sell
273,683
-16,534
-6% -$245K ﹤0.01% 1496
2024
Q4 		$3.9M Sell
290,217
-264,999
-48% -$4.27M ﹤0.01% 1495
2024
Q3 		$11.8M Buy
555,216
+142,933
+35% +$2.57M 0.01% 993
2024
Q2 		$6.52M Sell
412,283
-182,576
-31% -$3.36M 0.01% 1161
2024
Q1 		$8.85M Buy
594,859
+159,981
+37% +$2.19M 0.01% 1058
2023
Q4 		$3.98M Buy
+434,878
New +$3M ﹤0.01% 1392

Other funds holding OSCR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

First Trust Advisors's OSCR Position: Q3 2026 in Review

First Trust Advisors increased its Oscar Health (OSCR) stake by 190% in Q3 2026, buying an estimated $16.7M and bringing the position to 829,337 shares worth $25.6M. The position accounts for 0.02% of the portfolio, ranked #857.

First Trust Advisors first reported a position in OSCR in Q4 2023 and has held it in 12 quarters since. 264 funds tracked by Wall St. Rank hold OSCR as of Q3 2026.

  • First Trust Advisors held 829,337 shares of Oscar Health worth $25.6M as of Q3 2026.
  • First Trust Advisors bought 543,477 Oscar Health shares in Q3 2026, an estimated $16.7M.
  • Oscar Health made up 0.02% of First Trust Advisors's portfolio in Q3 2026, its #857 holding.
  • First Trust Advisors first reported a position in Oscar Health in Q4 2023 and has held it in 12 quarters since.
  • 264 funds tracked by Wall St. Rank held Oscar Health as of Q3 2026.

Based on First Trust Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.