JFS Wealth Advisors’s Oscar Health OSCR Stock Holding History

JFS Wealth Advisors’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 Q2	$2.23K	Buy	78 +16	+26%	+$344	﹤0.01%	1575
2026 Q1	$712	Buy	62 +1	+2%	+$14	﹤0.01%	1727
2025 Q4	$877	Buy	61 +25	+69%	+$432	﹤0.01%	1726
2025 Q3	$682	Buy	36 +10	+38%	+$165	﹤0.01%	1701
2025 Q2	$558	Sell	26 -24	-48%	-$357	﹤0.01%	1677
2025 Q1	$656	Buy	50 +24	+92%	+$356	﹤0.01%	1734
2024 Q4	$350	Sell	26 -4	-13%	-$64	﹤0.01%	1816
2024 Q3	$637	Buy	+30	New	+$540	﹤0.01%	1764

Other funds holding OSCR

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return