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Southeastern Asset Management’s Oscar Health OSCR Stock Holding History

Southeastern Asset 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
2025
Q3 		– Sell
-881,857
Closed -$18.9M – 52
2025
Q2 		$18.9M Sell
881,857
-1,214,928
-58% -$18.1M 0.95% 34
2025
Q1 		$27.5M Sell
2,096,785
-1,034,299
-33% -$15.4M 1.47% 26
2024
Q4 		$42.1M Buy
3,131,084
+1,073,359
+52% +$17.3M 1.99% 20
2024
Q3 		$43.6M Sell
2,057,725
-343,467
-14% -$6.19M 2.06% 21
2024
Q2 		$38M Sell
2,401,192
-670,260
-22% -$12.3M 1.66% 24
2024
Q1 		$45.7M Sell
3,071,452
-2,646,821
-46% -$36.3M 1.75% 20
2023
Q4 		$52.3M Sell
5,718,273
-1,689,008
-23% -$11.7M 2.01% 21
2023
Q3 		$41.3M Buy
7,407,281
+1,488,061
+25% +$10.4M 1.53% 24
2023
Q2 		$47.7M Sell
5,919,220
-5,010,863
-46% -$37M 1.68% 23
2023
Q1 		$71.5M Sell
10,930,083
-3,646,821
-25% -$14.9M 2.42% 21
2022
Q4 		$35.9M Buy
14,576,904
+3,430,032
+31% +$10.7M 1.26% 24
2022
Q3 		$55.6M Hold
11,146,872
– – 1.4% 25
2022
Q2 		$47.4M Hold
11,146,872
– – 1% 26
2022
Q1 		$111M Buy
11,146,872
+2,037,050
+22% +$15.2M 1.96% 23
2021
Q4 		$71.5M Buy
+9,109,822
New +$114M 1.2% 23

Other funds holding OSCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Southeastern Asset Management's OSCR Position: Q3 2025 in Review

Southeastern Asset Management sold out of Oscar Health (OSCR) in Q3 2025, closing a stake of 881,857 shares — an estimated $18.9M sold.

Southeastern Asset Management first reported a position in OSCR in Q4 2021 and held it in 15 quarters. The position peaked at $111M in Q1 2022. 343 funds tracked by Wall St. Rank hold OSCR as of Q3 2025.

  • Southeastern Asset Management reported no remaining Oscar Health position as of Q3 2025 after selling out during the quarter.
  • Southeastern Asset Management sold 881,857 Oscar Health shares in Q3 2025, an estimated $18.9M.
  • Southeastern Asset Management first reported a position in Oscar Health in Q4 2021 and held it in 15 quarters.
  • Southeastern Asset Management's Oscar Health position peaked at $111M in Q1 2022.
  • 343 funds tracked by Wall St. Rank held Oscar Health as of Q3 2025.

Based on Southeastern Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.