Halter Ferguson Financial
OSCR icon

Halter Ferguson Financial’s Oscar Health OSCR Stock Holding History

Halter Ferguson Financial’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 		$37.4M Buy
1,211,825
+584,818
+93% +$18M 6.48% 7
2026
Q2 		$17.9M Buy
627,007
+221,275
+55% +$4.76M 2.9% 8
2026
Q1 		$4.65M Buy
405,732
+16,335
+4% +$230K 1.02% 12
2025
Q4 		$5.6M Buy
389,397
+4,082
+1% +$70.6K 1.23% 11
2025
Q3 		$7.29M Buy
385,315
+173,249
+82% +$2.86M 1.67% 10
2025
Q2 		$4.55M Buy
+212,066
New +$3.15M 1.58% 9

Other funds holding OSCR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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

Halter Ferguson Financial's OSCR Position: Q3 2026 in Review

Halter Ferguson Financial increased its Oscar Health (OSCR) stake by 93% in Q3 2026, buying an estimated $18M and bringing the position to 1,211,825 shares worth $37.4M. The position accounts for 6.48% of the portfolio, ranked #7.

Halter Ferguson Financial first reported a position in OSCR in Q2 2025 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold OSCR as of Q3 2026.

  • Halter Ferguson Financial held 1,211,825 shares of Oscar Health worth $37.4M as of Q3 2026.
  • Halter Ferguson Financial bought 584,818 Oscar Health shares in Q3 2026, an estimated $18M.
  • Oscar Health made up 6.48% of Halter Ferguson Financial's portfolio in Q3 2026, its #7 holding.
  • Halter Ferguson Financial first reported a position in Oscar Health in Q2 2025 and has held it in 6 quarters since.
  • 320 funds tracked by Wall St. Rank held Oscar Health as of Q3 2026.

Based on Halter Ferguson Financial's 13F filing for Q3 2026, filed 21 Oct 2026.