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Rolek Wealth Management’s Oscar Health OSCR Stock Holding History

Rolek 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 		$337K Sell
11,802
-3,700
-24% -$79.7K 0.19% 19
2026
Q1 		$178K Hold
15,502
– – 0.13% 22
2025
Q4 		$223K Hold
15,502
– – 0.15% 21
2025
Q3 		$293K Hold
15,502
– – 0.22% 15
2025
Q2 		$332K Hold
15,502
– – 0.29% 13
2025
Q1 		$193K Hold
15,502
– – 0.2% 14
2024
Q4 		$208K Buy
+15,502
New +$250K 0.16% 11

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

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

Rolek Wealth Management reduced its Oscar Health (OSCR) stake by 24% in Q2 2026, selling an estimated $79.7K and leaving 11,802 shares worth $337K. The position accounts for 0.19% of the portfolio, ranked #19.

Rolek Wealth Management first reported a position in OSCR in Q4 2024 and has held it in 7 quarters since. 401 funds tracked by Wall St. Rank hold OSCR as of Q2 2026.

  • Rolek Wealth Management held 11,802 shares of Oscar Health worth $337K as of Q2 2026.
  • Rolek Wealth Management sold 3,700 Oscar Health shares in Q2 2026, an estimated $79.7K.
  • Oscar Health made up 0.19% of Rolek Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Rolek Wealth Management first reported a position in Oscar Health in Q4 2024 and has held it in 7 quarters since.
  • 401 funds tracked by Wall St. Rank held Oscar Health as of Q2 2026.

Based on Rolek Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.