GEM
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Global Endowment Management’s Oscar Health OSCR Stock Holding History

Global Endowment Management’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
Q3 		– Sell
-16,214
Closed -$348K – 138
2025
Q2 		$348K Sell
16,214
-3,215
-17% -$47.8K 0.05% 97
2025
Q1 		$255K Sell
19,429
-19,017
-49% -$282K 0.03% 119
2024
Q4 		$517K Buy
38,446
+4,045
+12% +$65.1K 0.07% 102
2024
Q3 		$730K Buy
34,401
+369
+1% +$6.65K 0.07% 96
2024
Q2 		$538K Buy
+34,032
New +$625K 0.06% 108

Other funds holding OSCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Endowment Management's OSCR Position: Q3 2025 in Review

Global Endowment Management sold out of Oscar Health (OSCR) in Q3 2025, closing a stake of 16,214 shares — an estimated $348K sold.

Global Endowment Management first reported a position in OSCR in Q2 2024 and held it in 5 quarters. The position peaked at $730K in Q3 2024. 343 funds tracked by Wall St. Rank hold OSCR as of Q3 2025.

  • Global Endowment Management reported no remaining Oscar Health position as of Q3 2025 after selling out during the quarter.
  • Global Endowment Management sold 16,214 Oscar Health shares in Q3 2025, an estimated $348K.
  • Global Endowment Management first reported a position in Oscar Health in Q2 2024 and held it in 5 quarters.
  • Global Endowment Management's Oscar Health position peaked at $730K in Q3 2024.
  • 343 funds tracked by Wall St. Rank held Oscar Health as of Q3 2025.

Based on Global Endowment Management's 13F filing for Q3 2025, filed 13 Nov 2025.