NewEdge Advisors’s Oscar Health OSCR Stock Holding History

NewEdge 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
2026 Q1	$1.21M	Sell	105,155 -4,759	-4%	-$67K	﹤0.01%	1388
2025 Q4	$1.58M	Sell	109,914 -109,196	-50%	-$1.89M	0.01%	1193
2025 Q3	$4.15M	Buy	219,110 +34,737	+19%	+$572K	0.02%	706
2025 Q2	$3.95M	Sell	184,373 -3,685	-2%	-$54.8K	0.02%	654
2025 Q1	$2.47M	Buy	188,058 +88,946	+90%	+$1.32M	0.01%	766
2024 Q4	$1.33M	Buy	99,112 +98,112	+9,811%	+$1.58M	0.01%	1018
2024 Q3	$21.2K	Hold	1,000	–	–	﹤0.01%	2700
2024 Q2	$15.8K	Buy	+1,000	New	+$18.4K	﹤0.01%	2701
2024 Q1	–	Sell	-2	Closed	-$18	–	3936
2023 Q4	$18	Hold	2	–	–	﹤0.01%	3701
2023 Q3	$11	Hold	2	–	–	﹤0.01%	3438
2023 Q2	$16	Hold	2	–	–	﹤0.01%	3459
2023 Q1	$13	Hold	2	–	–	﹤0.01%	3392
2022 Q4	$0	Buy	+2	New	+$6	﹤0.01%	4174

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