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Montag & Associates’s Oscar Health OSCR Stock Holding History

Montag & Associates’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
-195
Closed -$2.56K – 998
2025
Q1 		$2.56K Hold
195
– – ﹤0.01% 878
2024
Q4 		$2.62K Hold
195
– – ﹤0.01% 874
2024
Q3 		$4.14K Buy
+195
New +$3.51K ﹤0.01% 881

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

Montag & Associates's OSCR Position: Q2 2025 in Review

Montag & Associates sold out of Oscar Health (OSCR) in Q2 2025, closing a stake of 195 shares — an estimated $2.56K sold.

Montag & Associates first reported a position in OSCR in Q3 2024 and held it in 3 quarters. The position peaked at $4.14K in Q3 2024. 332 funds tracked by Wall St. Rank hold OSCR as of Q2 2025.

  • Montag & Associates reported no remaining Oscar Health position as of Q2 2025 after selling out during the quarter.
  • Montag & Associates sold 195 Oscar Health shares in Q2 2025, an estimated $2.56K.
  • Montag & Associates first reported a position in Oscar Health in Q3 2024 and held it in 3 quarters.
  • Montag & Associates's Oscar Health position peaked at $4.14K in Q3 2024.
  • 332 funds tracked by Wall St. Rank held Oscar Health as of Q2 2025.

Based on Montag & Associates's 13F filing for Q2 2025, filed 7 Aug 2025.