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Fortis Group Advisors’s Oscar Health OSCR Stock Holding History

Fortis Group 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
Q1 		– Sell
-189,857
Closed -$2.72M – 611
2025
Q4 		$2.72M Buy
189,857
+86,035
+83% +$1.49M 0.46% 56
2025
Q3 		$1.87M Sell
103,822
-52,800
-34% -$870K 0.32% 73
2025
Q2 		$2.2M Buy
+156,622
New +$2.33M 0.4% 60

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fortis Group Advisors's OSCR Position: Q1 2026 in Review

Fortis Group Advisors sold out of Oscar Health (OSCR) in Q1 2026, closing a stake of 189,857 shares — an estimated $2.72M sold.

Fortis Group Advisors first reported a position in OSCR in Q2 2025 and held it in 3 quarters. The position peaked at $2.72M in Q4 2025. 332 funds tracked by Wall St. Rank hold OSCR as of Q1 2026.

  • Fortis Group Advisors reported no remaining Oscar Health position as of Q1 2026 after selling out during the quarter.
  • Fortis Group Advisors sold 189,857 Oscar Health shares in Q1 2026, an estimated $2.72M.
  • Fortis Group Advisors first reported a position in Oscar Health in Q2 2025 and held it in 3 quarters.
  • Fortis Group Advisors's Oscar Health position peaked at $2.72M in Q4 2025.
  • 332 funds tracked by Wall St. Rank held Oscar Health as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.