LPL Financial
OSCR icon

LPL Financial’s Oscar Health OSCR Stock Holding History

LPL Financial’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 		$5.01M Buy
175,663
+12,097
+7% +$260K ﹤0.01% 2799
2026
Q1 		$1.88M Buy
163,566
+10,927
+7% +$154K ﹤0.01% 3574
2025
Q4 		$2.19M Buy
152,639
+5,531
+4% +$95.7K ﹤0.01% 3316
2025
Q3 		$2.78M Sell
147,108
-31,687
-18% -$522K ﹤0.01% 3009
2025
Q2 		$3.83M Buy
178,795
+163,875
+1,098% +$2.44M ﹤0.01% 2531
2025
Q1 		$196K Buy
+14,920
New +$221K ﹤0.01% 4880
2024
Q4 		– Sell
-20,853
Closed -$442K – 5403
2024
Q3 		$442K Sell
20,853
-44,223
-68% -$797K ﹤0.01% 4108
2024
Q2 		$1.03M Buy
65,076
+36,866
+131% +$678K ﹤0.01% 3230
2024
Q1 		$419K Buy
28,210
+17,836
+172% +$244K ﹤0.01% 3919
2023
Q4 		$94.9K Buy
+10,374
New +$71.6K ﹤0.01% 4562
2022
Q1 		– Sell
-95,917
Closed -$753K – 4339
2021
Q4 		$753K Sell
95,917
-58,074
-38% -$729K ﹤0.01% 2909
2021
Q3 		$2.68M Buy
153,991
+90,330
+142% +$1.53M ﹤0.01% 1835
2021
Q2 		$1.37M Buy
+63,661
New +$1.52M ﹤0.01% 2302

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 $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial's OSCR Position: Q2 2026 in Review

LPL Financial increased its Oscar Health (OSCR) stake by 7.4% in Q2 2026, buying an estimated $260K and bringing the position to 175,663 shares worth $5.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2799.

LPL Financial first reported a position in OSCR in Q2 2021 and has held it in 13 quarters since. 403 funds tracked by Wall St. Rank hold OSCR as of Q2 2026.

  • LPL Financial held 175,663 shares of Oscar Health worth $5.01M as of Q2 2026.
  • LPL Financial bought 12,097 Oscar Health shares in Q2 2026, an estimated $260K.
  • Oscar Health made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2799 holding.
  • LPL Financial first reported a position in Oscar Health in Q2 2021 and has held it in 13 quarters since.
  • 403 funds tracked by Wall St. Rank held Oscar Health as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.