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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
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

Other funds holding OSCR

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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

Root Financial Partners's OSCR Position: Q2 2026 in Review

Root Financial Partners sold out of Oscar Health (OSCR) in Q2 2026, closing a stake of 265 shares — an estimated $3.04K sold.

Root Financial Partners first reported a position in OSCR in Q3 2025 and held it in 3 quarters. The position peaked at $4.5K in Q4 2025. 403 funds tracked by Wall St. Rank hold OSCR as of Q2 2026.

  • Root Financial Partners reported no remaining Oscar Health position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 265 Oscar Health shares in Q2 2026, an estimated $3.04K.
  • Root Financial Partners first reported a position in Oscar Health in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Oscar Health position peaked at $4.5K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Oscar Health as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.