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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
2025
Q4 		– Hold
0
– -$24.6K – 1353
2025
Q3 		– Hold
0
– – – 1214
2025
Q2 		– Hold
0
– -$4K – 1095
2025
Q1 		– Hold
0
– – – 1031

Other funds holding OSCR

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
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

Perigon Wealth Management's OSCR Position: Q1 2026 in Review

Perigon Wealth Management increased its Oscar Health (OSCR) stake by 1.5% in Q1 2026, buying an estimated $12.3K and bringing the position to 60,125 shares worth $690K. The position accounts for 0.01% of the portfolio, ranked #653.

Perigon Wealth Management first reported a position in OSCR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.07M in Q3 2025. 330 funds tracked by Wall St. Rank hold OSCR as of Q1 2026.

  • Perigon Wealth Management held 60,125 shares of Oscar Health worth $690K as of Q1 2026.
  • Perigon Wealth Management bought 875 Oscar Health shares in Q1 2026, an estimated $12.3K.
  • Oscar Health made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #653 holding.
  • Perigon Wealth Management first reported a position in Oscar Health in Q1 2025 and has held it in 5 quarters since.
  • Perigon Wealth Management's Oscar Health position peaked at $1.07M in Q3 2025.
  • 330 funds tracked by Wall St. Rank held Oscar Health as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.