Root Financial Partners
OSCR icon

Root Financial Partners’s Oscar Health OSCR Stock Holding History

Root Financial Partners’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
Q3 		$17.5K Buy
+568
New +$17.5K ﹤0.01% 1620
2026
Q2 		– Sell
-265
Closed -$3.04K – 2323
2026
Q1 		$3.04K Sell
265
-48
-15% -$676 ﹤0.01% 2152
2025
Q4 		$4.5K Buy
313
+97
+45% +$1.68K ﹤0.01% 1796
2025
Q3 		$4.09K Buy
+216
New +$3.56K ﹤0.01% 1797

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Fidelity Investments
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American Century Companies
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Geode Capital Management
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Renaissance Technologies
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BNP Paribas Financial Markets
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Root Financial Partners's OSCR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Oscar Health (OSCR) in Q3 2026: 568 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #1620 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OSCR as recently as Q1 2026.

Root Financial Partners first reported a position in OSCR in Q3 2025 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold OSCR as of Q3 2026.

  • Root Financial Partners held 568 shares of Oscar Health worth $17.5K as of Q3 2026.
  • Oscar Health was a new Root Financial Partners position in Q3 2026.
  • Oscar Health made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1620 holding.
  • Root Financial Partners first reported a position in Oscar Health in Q3 2025 and has held it in 4 quarters since.
  • 320 funds tracked by Wall St. Rank held Oscar Health as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.