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Josh Arnold Investment Consultant’s The Oncology Institute TOI Stock Holding History

Josh Arnold Investment Consultant’s Portfolio TOI Stock Details TOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.57M Buy
2,464,359
+4,550
+0.2% +$14K 6.47% 3
2025
Q4 		$8.76M Buy
2,459,809
+2,255,559
+1,104% +$8.37M 6.53% 3
2025
Q3 		$713K Sell
204,250
-2,242,300
-92% -$7.68M 0.57% 6
2025
Q2 		$5.02M Buy
2,446,550
+457,650
+23% +$1.14M 4.35% 3
2025
Q1 		$2.27M Buy
+1,988,900
New +$1.54M 1.89% 7
2024
Q1 		– Sell
-1,856,329
Closed -$3.79M – 24
2023
Q4 		$3.79M Sell
1,856,329
-21,143
-1% -$36.7K 3.62% 3
2023
Q3 		$2.65M Buy
1,877,472
+819,321
+77% +$848K 2.76% 3
2023
Q2 		$582K Buy
1,058,151
+941,308
+806% +$498K 0.57% 11
2023
Q1 		$79K Buy
116,843
+12,443
+12% +$15.9K 0.09% 15
2022
Q4 		$172K Buy
+104,400
New +$293K 0.25% 14

Other funds holding TOI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Josh Arnold Investment Consultant's TOI Position: Q1 2026 in Review

Josh Arnold Investment Consultant increased its The Oncology Institute (TOI) stake by 0.18% in Q1 2026, buying an estimated $14K and bringing the position to 2,464,359 shares worth $7.57M. The position accounts for 6.47% of the portfolio, ranked #3.

Josh Arnold Investment Consultant first reported a position in TOI in Q4 2022 and has held it in 10 quarters since. The position peaked at $8.76M in Q4 2025. 115 funds tracked by Wall St. Rank hold TOI as of Q1 2026.

  • Josh Arnold Investment Consultant held 2,464,359 shares of The Oncology Institute worth $7.57M as of Q1 2026.
  • Josh Arnold Investment Consultant bought 4,550 The Oncology Institute shares in Q1 2026, an estimated $14K.
  • The Oncology Institute made up 6.47% of Josh Arnold Investment Consultant's portfolio in Q1 2026, its #3 holding.
  • Josh Arnold Investment Consultant first reported a position in The Oncology Institute in Q4 2022 and has held it in 10 quarters since.
  • Josh Arnold Investment Consultant's The Oncology Institute position peaked at $8.76M in Q4 2025.
  • 115 funds tracked by Wall St. Rank held The Oncology Institute as of Q1 2026.

Based on Josh Arnold Investment Consultant's 13F filing for Q1 2026, filed 15 May 2026.