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Integrated Wealth Concepts’s Oscar Health OSCR Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-12,966
Closed -$245K – 1922
2025
Q3 		$245K Buy
+12,966
New +$214K ﹤0.01% 1749

Other funds holding OSCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Integrated Wealth Concepts's OSCR Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Oscar Health (OSCR) in Q4 2025, closing a stake of 12,966 shares — an estimated $245K sold.

Integrated Wealth Concepts first reported a position in OSCR in Q3 2025 and held it in 1 quarter. The position peaked at $245K in Q3 2025. 343 funds tracked by Wall St. Rank hold OSCR as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Oscar Health position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 12,966 Oscar Health shares in Q4 2025, an estimated $245K.
  • Integrated Wealth Concepts first reported a position in Oscar Health in Q3 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Oscar Health position peaked at $245K in Q3 2025.
  • 343 funds tracked by Wall St. Rank held Oscar Health as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.