Jones Financial Companies
OSCR icon

Jones Financial Companies’s Oscar Health OSCR Stock Holding History

Jones Financial Companies’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 		$620K Sell
20,815
-3,371
-14% -$72.6K ﹤0.01% 2125
2026
Q1 		$269K Buy
24,186
+2,057
+9% +$29K ﹤0.01% 2290
2025
Q4 		$318K Buy
22,129
+5,625
+34% +$97.3K ﹤0.01% 1708
2025
Q3 		$304K Buy
16,504
+9,802
+146% +$162K ﹤0.01% 1613
2025
Q2 		$137K Buy
6,702
+4,749
+243% +$70.6K ﹤0.01% 1805
2025
Q1 		$26K Buy
1,953
+1,923
+6,410% +$28.5K ﹤0.01% 2334
2024
Q4 		$403 Hold
30
– – ﹤0.01% 3255
2024
Q3 		$630 Hold
30
– – ﹤0.01% 2866
2024
Q2 		$475 Buy
+30
New +$551 ﹤0.01% 2348

Other funds holding OSCR

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jones Financial Companies's OSCR Position: Q2 2026 in Review

Jones Financial Companies reduced its Oscar Health (OSCR) stake by 14% in Q2 2026, selling an estimated $72.6K and leaving 20,815 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

Jones Financial Companies first reported a position in OSCR in Q2 2024 and has held it in 9 quarters since. 404 funds tracked by Wall St. Rank hold OSCR as of Q2 2026.

  • Jones Financial Companies held 20,815 shares of Oscar Health worth $620K as of Q2 2026.
  • Jones Financial Companies sold 3,371 Oscar Health shares in Q2 2026, an estimated $72.6K.
  • Oscar Health made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2125 holding.
  • Jones Financial Companies first reported a position in Oscar Health in Q2 2024 and has held it in 9 quarters since.
  • 404 funds tracked by Wall St. Rank held Oscar Health as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.