Spire Wealth Management’s Oscar Health OSCR Stock Holding History

Spire 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	$11.1K	Buy	+389	New	+$8.38K	﹤0.01%	1616
2026 Q1	–	Sell	-1,000	Closed	-$14.4K	–	2364
2025 Q4	$14.4K	Hold	1,000	–	–	﹤0.01%	1600
2025 Q3	$18.9K	Buy	1,000 +50	+5%	+$824	﹤0.01%	1546
2025 Q2	$20.4K	Buy	+950	New	+$14.1K	﹤0.01%	1515
2023 Q3	–	Sell	-2,750	Closed	-$22.2K	–	2440
2023 Q2	$22.2K	Buy	+2,750	New	+$20.3K	﹤0.01%	1552
2022 Q1	–	Sell	-1,800	Closed	-$14K	–	2772
2021 Q4	$14K	Buy	+1,800	New	+$22.6K	﹤0.01%	2251

Other funds holding OSCR

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return