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Perigon Wealth Management’s Oscar Health OSCR Stock Holding History

Perigon Wealth Management’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 		$1.22M Sell
42,945
-17,180
-29% -$370K 0.02% 526
2026
Q1 		$690K Buy
60,125
+875
+1% +$12.3K 0.01% 653
2025
Q4 		$851K Buy
59,250
+2,680
+5% +$46.4K 0.02% 596
2025
Q3 		$1.07M Sell
56,570
-890
-2% -$14.7K 0.02% 487
2025
Q2 		$838K Buy
57,460
+30,190
+111% +$449K 0.02% 520
2025
Q1 		$358K Buy
+27,270
New +$405K 0.01% 747

Other funds holding OSCR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Perigon Wealth Management's OSCR Position: Q2 2026 in Review

Perigon Wealth Management reduced its Oscar Health (OSCR) stake by 29% in Q2 2026, selling an estimated $370K and leaving 42,945 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #526.

Perigon Wealth Management first reported a position in OSCR in Q1 2025 and has held it in 6 quarters since. 403 funds tracked by Wall St. Rank hold OSCR as of Q2 2026.

  • Perigon Wealth Management held 42,945 shares of Oscar Health worth $1.22M as of Q2 2026.
  • Perigon Wealth Management sold 17,180 Oscar Health shares in Q2 2026, an estimated $370K.
  • Oscar Health made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #526 holding.
  • Perigon Wealth Management first reported a position in Oscar Health in Q1 2025 and has held it in 6 quarters since.
  • 403 funds tracked by Wall St. Rank held Oscar Health as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.