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Kestra Private Wealth Services’s Oscar Health OSCR Stock Holding History

Kestra Private Wealth Services’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
Q2 		– Sell
-11,989
Closed -$157K – 1657
2025
Q1 		$157K Buy
+11,989
New +$178K ﹤0.01% 1416

Other funds holding OSCR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kestra Private Wealth Services's OSCR Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of Oscar Health (OSCR) in Q2 2025, closing a stake of 11,989 shares — an estimated $157K sold.

Kestra Private Wealth Services first reported a position in OSCR in Q1 2025 and held it in 1 quarter. The position peaked at $157K in Q1 2025. 332 funds tracked by Wall St. Rank hold OSCR as of Q2 2025.

  • Kestra Private Wealth Services reported no remaining Oscar Health position as of Q2 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 11,989 Oscar Health shares in Q2 2025, an estimated $157K.
  • Kestra Private Wealth Services first reported a position in Oscar Health in Q1 2025 and held it in 1 quarter.
  • Kestra Private Wealth Services's Oscar Health position peaked at $157K in Q1 2025.
  • 332 funds tracked by Wall St. Rank held Oscar Health as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.