Stephens Consulting’s Oscar Health OSCR Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-60	Closed	-$787	–	1741
2025 Q1	$787	Buy	+60	New	+$891	﹤0.01%	762

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

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

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

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

TCMNY

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

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

GGHC

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stephens Consulting's OSCR Position: Q2 2025 in Review

Stephens Consulting sold out of Oscar Health (OSCR) in Q2 2025, closing a stake of 60 shares — an estimated $787 sold.

Stephens Consulting first reported a position in OSCR in Q1 2025 and held it in 1 quarter. The position peaked at $787 in Q1 2025. 332 funds tracked by Wall St. Rank hold OSCR as of Q2 2025.

Stephens Consulting reported no remaining Oscar Health position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 60 Oscar Health shares in Q2 2025, an estimated $787.
Stephens Consulting first reported a position in Oscar Health in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Oscar Health position peaked at $787 in Q1 2025.
332 funds tracked by Wall St. Rank held Oscar Health as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.