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R Squared’s The Oncology Institute TOI Stock Holding History

R Squared’s Portfolio TOI Stock Details TOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$50.2K Buy
16,353
+4,891
+43% +$15K 0.03% 419
2025
Q4 		$40.8K Buy
+11,462
New +$42.5K 0.02% 470

Other funds holding TOI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
JAIC
Josh Arnold Investment Consultant Edina, Minnesota $117M AUM 26.5% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

R Squared's TOI Position: Q1 2026 in Review

R Squared increased its The Oncology Institute (TOI) stake by 43% in Q1 2026, buying an estimated $15K and bringing the position to 16,353 shares worth $50.2K. The position accounts for 0.03% of the portfolio, ranked #419.

R Squared first reported a position in TOI in Q4 2025 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold TOI as of Q1 2026.

  • R Squared held 16,353 shares of The Oncology Institute worth $50.2K as of Q1 2026.
  • R Squared bought 4,891 The Oncology Institute shares in Q1 2026, an estimated $15K.
  • The Oncology Institute made up 0.03% of R Squared's portfolio in Q1 2026, its #419 holding.
  • R Squared first reported a position in The Oncology Institute in Q4 2025 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held The Oncology Institute as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.