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Summit Trail Advisors’s Oscar Health OSCR Stock Holding History

Summit Trail Advisors’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
Q4 		– Sell
-15,467
Closed -$293K – 1355
2025
Q3 		$293K Sell
15,467
-806
-5% -$13.3K ﹤0.01% 1214
2025
Q2 		$349K Buy
+16,273
New +$242K 0.01% 865
2024
Q4 		– Sell
-15,888
Closed -$337K – 651
2024
Q3 		$337K Sell
15,888
-4,932
-24% -$88.8K 0.01% 511
2024
Q2 		$329K Buy
20,820
+1,065
+5% +$19.6K 0.01% 463
2024
Q1 		$294K Buy
19,755
+1,715
+10% +$23.5K 0.01% 468
2023
Q4 		$165K Buy
18,040
+608
+3% +$4.2K 0.01% 514
2023
Q3 		$97.1K Buy
17,432
+295
+2% +$2.06K ﹤0.01% 524
2023
Q2 		$138K Buy
+17,137
New +$126K 0.01% 510
2023
Q1 		– Sell
-16,162
Closed -$39.8K – 431
2022
Q4 		$39.8K Hold
16,162
– – ﹤0.01% 399
2022
Q3 		$81K Hold
16,162
– – ﹤0.01% 367
2022
Q2 		$69K Buy
+16,162
New +$103K ﹤0.01% 374

Other funds holding OSCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Summit Trail Advisors's OSCR Position: Q4 2025 in Review

Summit Trail Advisors sold out of Oscar Health (OSCR) in Q4 2025, closing a stake of 15,467 shares — an estimated $293K sold.

Summit Trail Advisors first reported a position in OSCR in Q2 2022 and held it in 11 quarters. The position peaked at $349K in Q2 2025. 343 funds tracked by Wall St. Rank hold OSCR as of Q4 2025.

  • Summit Trail Advisors reported no remaining Oscar Health position as of Q4 2025 after selling out during the quarter.
  • Summit Trail Advisors sold 15,467 Oscar Health shares in Q4 2025, an estimated $293K.
  • Summit Trail Advisors first reported a position in Oscar Health in Q2 2022 and held it in 11 quarters.
  • Summit Trail Advisors's Oscar Health position peaked at $349K in Q2 2025.
  • 343 funds tracked by Wall St. Rank held Oscar Health as of Q4 2025.

Based on Summit Trail Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.