IFP Advisors’s OraSure Technologies OSUR Stock Holding History

IFP Advisors’s Portfolio OSUR Stock Details OSUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Hold	0	–	–	–	4731
2025 Q1	–	Sell	-18	Closed	-$65	–	4547
2024 Q4	$65	Buy	+18	New	+$72	﹤0.01%	4175
2023 Q1	–	Sell	-1,456	Closed	-$25K	–	4125
2022 Q4	$25K	Sell	1,456 -168	-10%	-$770	﹤0.01%	2720
2022 Q3	$40K	Buy	1,624 +93	+6%	+$336	﹤0.01%	2544
2022 Q2	$38K	Hold	1,531	–	–	﹤0.01%	2356
2022 Q1	$38K	Buy	+1,531	New	+$12.2K	﹤0.01%	2356
2019 Q4	–	Sell	-175	Closed	-$1.41K	–	3032
2019 Q3	$1K	Buy	+175	New	+$1.37K	﹤0.01%	2903
2019 Q1	$2K	Hold	175	–	–	﹤0.01%	2101
2018 Q4	$2K	Hold	175	–	–	﹤0.01%	3181
2018 Q3	$3K	Hold	175	–	–	﹤0.01%	3439
2018 Q2	$3K	Hold	175	–	–	﹤0.01%	3495
2018 Q1	$3K	Hold	175	–	–	﹤0.01%	3395
2017 Q4	$3K	Sell	175 -400	-70%	-$7.25K	﹤0.01%	3445
2017 Q3	$13K	Buy	575 +225	+64%	+$4.53K	﹤0.01%	2888
2017 Q2	$6K	Hold	350	–	–	﹤0.01%	3307
2017 Q1	$5K	Sell	350 -1,000	-74%	-$10.3K	﹤0.01%	3312
2016 Q4	$12K	Buy	1,350 +250	+23%	+$2.06K	﹤0.01%	2797
2016 Q3	$9K	Hold	1,100	–	–	﹤0.01%	2903
2016 Q2	$7K	Buy	1,100 +925	+529%	+$6.57K	﹤0.01%	2953
2016 Q1	$2K	Sell	175 -1,825	-91%	-$11.6K	﹤0.01%	2099
2015 Q4	$13K	Buy	+2,000	New	+$11.4K	﹤0.01%	2433

Other funds holding OSUR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

ACM

Altai Capital Management West Hollywood, California $35M AUM 28.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

IFP Advisors's OSUR Position: Q2 2025 in Review

IFP Advisors held its OraSure Technologies (OSUR) position steady in Q2 2025 at 0 shares worth $102. The position accounts for ﹤0.01% of the portfolio, ranked #4731.

IFP Advisors first reported a position in OSUR in Q4 2015 and has held it in 20 quarters since. The position peaked at $40K in Q3 2022. 156 funds tracked by Wall St. Rank hold OSUR as of Q2 2025.

IFP Advisors held 0 shares of OraSure Technologies worth $102 as of Q2 2025.
IFP Advisors left its OraSure Technologies share count unchanged in Q2 2025.
OraSure Technologies made up ﹤0.01% of IFP Advisors's portfolio in Q2 2025, its #4731 holding.
IFP Advisors first reported a position in OraSure Technologies in Q4 2015 and has held it in 20 quarters since.
IFP Advisors's OraSure Technologies position peaked at $40K in Q3 2022.
156 funds tracked by Wall St. Rank held OraSure Technologies as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.