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Independent Financial Group’s Oscar Health OSCR Stock Holding History

Independent Financial Group’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
Q1 		– Sell
-26,481
Closed -$356K – 1242
2024
Q4 		$356K Sell
26,481
-30,949
-54% -$498K 0.01% 834
2024
Q3 		$1.22M Buy
57,430
+13,421
+30% +$242K 0.04% 391
2024
Q2 		$696K Buy
44,009
+8,406
+24% +$154K 0.03% 499
2024
Q1 		$529K Buy
+35,603
New +$488K 0.02% 563

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Financial Group's OSCR Position: Q1 2025 in Review

Independent Financial Group sold out of Oscar Health (OSCR) in Q1 2025, closing a stake of 26,481 shares — an estimated $356K sold.

Independent Financial Group first reported a position in OSCR in Q1 2024 and held it in 4 quarters. The position peaked at $1.22M in Q3 2024. 292 funds tracked by Wall St. Rank hold OSCR as of Q1 2025.

  • Independent Financial Group reported no remaining Oscar Health position as of Q1 2025 after selling out during the quarter.
  • Independent Financial Group sold 26,481 Oscar Health shares in Q1 2025, an estimated $356K.
  • Independent Financial Group first reported a position in Oscar Health in Q1 2024 and held it in 4 quarters.
  • Independent Financial Group's Oscar Health position peaked at $1.22M in Q3 2024.
  • 292 funds tracked by Wall St. Rank held Oscar Health as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.