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LVW Advisors’s Oscar Health OSCR Stock Holding History

LVW 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
2025
Q2 		– Sell
-12,506
Closed -$164K – 339
2025
Q1 		$164K Sell
12,506
-909
-7% -$13.5K 0.02% 296
2024
Q4 		$180K Sell
13,415
-241
-2% -$3.88K 0.02% 306
2024
Q3 		$290K Sell
13,656
-3,193
-19% -$57.5K 0.04% 248
2024
Q2 		$267K Hold
16,849
– – 0.04% 246
2024
Q1 		$251K Sell
16,849
-4,160
-20% -$57K 0.04% 251
2023
Q4 		$192K Buy
21,009
+5,366
+34% +$37K 0.04% 250
2023
Q3 		$87.1K Buy
15,643
+3,198
+26% +$22.4K 0.02% 220
2023
Q2 		$100K Buy
+12,445
New +$91.8K 0.02% 198

Other funds holding OSCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

LVW Advisors's OSCR Position: Q2 2025 in Review

LVW Advisors sold out of Oscar Health (OSCR) in Q2 2025, closing a stake of 12,506 shares — an estimated $164K sold.

LVW Advisors first reported a position in OSCR in Q2 2023 and held it in 8 quarters. The position peaked at $290K in Q3 2024. 332 funds tracked by Wall St. Rank hold OSCR as of Q2 2025.

  • LVW Advisors reported no remaining Oscar Health position as of Q2 2025 after selling out during the quarter.
  • LVW Advisors sold 12,506 Oscar Health shares in Q2 2025, an estimated $164K.
  • LVW Advisors first reported a position in Oscar Health in Q2 2023 and held it in 8 quarters.
  • LVW Advisors's Oscar Health position peaked at $290K in Q3 2024.
  • 332 funds tracked by Wall St. Rank held Oscar Health as of Q2 2025.

Based on LVW Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.