LPL Financial

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 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	–	5404
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 New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return

BIT Capital Berlin, Germany $1.79B AUM 157.17% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return