LI
OSCR icon

LRI Investments’s Oscar Health OSCR Stock Holding History

LRI Investments’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 		$200 Sell
7
-1,469
-100% -$31.6K ﹤0.01% 1737
2026
Q1 		$16.9K Buy
1,476
+243
+20% +$3.42K ﹤0.01% 733
2025
Q4 		$17.7K Hold
1,233
– – ﹤0.01% 738
2025
Q3 		$23.3K Hold
1,233
– – ﹤0.01% 690
2025
Q2 		$26.4K Buy
1,233
+975
+378% +$14.5K ﹤0.01% 653
2025
Q1 		$3.38K Buy
+258
New +$3.83K ﹤0.01% 1026
2024
Q4 		– Sell
-256
Closed -$3.95K – 1167
2024
Q3 		$3.95K Buy
+256
New +$4.61K ﹤0.01% 978

Other funds holding OSCR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
RWM
Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return