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Tempus Wealth Planning’s Oscar Health OSCR Stock Holding History

Tempus Wealth Planning’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
-14,392
Closed -$189K – 273
2025
Q1 		$189K Buy
14,392
+906
+7% +$13.4K 0.06% 247
2024
Q4 		$181K Buy
+13,486
New +$217K 0.06% 240

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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
JP Morgan Chase
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tempus Wealth Planning's OSCR Position: Q2 2025 in Review

Tempus Wealth Planning sold out of Oscar Health (OSCR) in Q2 2025, closing a stake of 14,392 shares — an estimated $189K sold.

Tempus Wealth Planning first reported a position in OSCR in Q4 2024 and held it in 2 quarters. The position peaked at $189K in Q1 2025. 332 funds tracked by Wall St. Rank hold OSCR as of Q2 2025.

  • Tempus Wealth Planning reported no remaining Oscar Health position as of Q2 2025 after selling out during the quarter.
  • Tempus Wealth Planning sold 14,392 Oscar Health shares in Q2 2025, an estimated $189K.
  • Tempus Wealth Planning first reported a position in Oscar Health in Q4 2024 and held it in 2 quarters.
  • Tempus Wealth Planning's Oscar Health position peaked at $189K in Q1 2025.
  • 332 funds tracked by Wall St. Rank held Oscar Health as of Q2 2025.

Based on Tempus Wealth Planning's 13F filing for Q2 2025, filed 17 Jul 2025.