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Toth Financial Advisory’s Oscar Health OSCR Stock Holding History

Toth Financial Advisory’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 		$1.08M Buy
+38,000
New +$818K 0.11% 138
2025
Q3 		– Sell
-24,500
Closed -$404K – 810
2025
Q2 		$525K Buy
24,500
+24,400
+24,400% +$363K 0.06% 157
2025
Q1 		$1.31K Hold
100
– – ﹤0.01% 645
2024
Q4 		$1.34K Sell
100
-51,200
-100% -$824K ﹤0.01% 632
2024
Q3 		$1.09M Buy
51,300
+51,230
+73,186% +$923K 0.13% 118
2024
Q2 		$1.11K Buy
+70
New +$1.29K ﹤0.01% 684

Other funds holding OSCR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
AAS
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
RWM
Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Toth Financial Advisory's OSCR Position: Q2 2026 in Review

Toth Financial Advisory opened a new position in Oscar Health (OSCR) in Q2 2026: 38,000 shares worth $1.08M. The stake represents 0.11% of the portfolio and ranks #138 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in OSCR as recently as Q2 2025.

Toth Financial Advisory first reported a position in OSCR in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.09M in Q3 2024. 26 funds tracked by Wall St. Rank hold OSCR as of Q2 2026.

  • Toth Financial Advisory held 38,000 shares of Oscar Health worth $1.08M as of Q2 2026.
  • Oscar Health was a new Toth Financial Advisory position in Q2 2026.
  • Oscar Health made up 0.11% of Toth Financial Advisory's portfolio in Q2 2026, its #138 holding.
  • Toth Financial Advisory first reported a position in Oscar Health in Q2 2024 and has held it in 6 quarters since.
  • Toth Financial Advisory's Oscar Health position peaked at $1.09M in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Oscar Health as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.