SMART Wealth’s Oscar Health OSCR Stock Holding History

SMART Wealth’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 Q1	–	Sell	-13,419	Closed	-$180K	–	166
2024 Q4	$180K	Buy	+13,419	New	+$216K	0.06%	144

Other funds holding OSCR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

TCMNY

Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SMART Wealth's OSCR Position: Q1 2025 in Review

SMART Wealth sold out of Oscar Health (OSCR) in Q1 2025, closing a stake of 13,419 shares — an estimated $180K sold.

SMART Wealth first reported a position in OSCR in Q4 2024 and held it in 1 quarter. The position peaked at $180K in Q4 2024. 292 funds tracked by Wall St. Rank hold OSCR as of Q1 2025.

SMART Wealth reported no remaining Oscar Health position as of Q1 2025 after selling out during the quarter.
SMART Wealth sold 13,419 Oscar Health shares in Q1 2025, an estimated $180K.
SMART Wealth first reported a position in Oscar Health in Q4 2024 and held it in 1 quarter.
SMART Wealth's Oscar Health position peaked at $180K in Q4 2024.
292 funds tracked by Wall St. Rank held Oscar Health as of Q1 2025.

Based on SMART Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.