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Kingswood Wealth Advisors’s Oscar Health OSCR Stock Holding History

Kingswood 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 		$1.53M Buy
+53,783
New +$1.16M 0.06% 309
2025
Q3 		– Sell
-26,866
Closed -$576K – 830
2025
Q2 		$576K Buy
+26,866
New +$399K 0.05% 376

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

Kingswood Wealth Advisors's OSCR Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Oscar Health (OSCR) in Q2 2026: 53,783 shares worth $1.53M. The stake represents 0.06% of the portfolio and ranks #309 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in OSCR as recently as Q2 2025.

Kingswood Wealth Advisors first reported a position in OSCR in Q2 2025 and has held it in 2 quarters since. 404 funds tracked by Wall St. Rank hold OSCR as of Q2 2026.

  • Kingswood Wealth Advisors held 53,783 shares of Oscar Health worth $1.53M as of Q2 2026.
  • Oscar Health was a new Kingswood Wealth Advisors position in Q2 2026.
  • Oscar Health made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #309 holding.
  • Kingswood Wealth Advisors first reported a position in Oscar Health in Q2 2025 and has held it in 2 quarters since.
  • 404 funds tracked by Wall St. Rank held Oscar Health as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.