True Wealth Design
OSCR icon

True Wealth Design’s Oscar Health OSCR Stock Holding History

True Wealth Design’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
Q3 		$2.22K Buy
72
+16
+29% +$492 ﹤0.01% 1638
2026
Q2 		$1.6K Buy
+56
New +$1.21K ﹤0.01% 1789
2026
Q1 		– Sell
-9
Closed -$130 – 2798
2025
Q4 		$130 Sell
9
-2
-18% -$35 ﹤0.01% 2293
2025
Q3 		$209 Hold
11
– – ﹤0.01% 2292
2025
Q2 		$236 Buy
11
+1
+10% +$15 ﹤0.01% 2020
2025
Q1 		$132 Sell
10
-20
-67% -$297 ﹤0.01% 2108
2024
Q4 		$404 Sell
30
-29
-49% -$467 ﹤0.01% 1126
2024
Q3 		$1.25K Buy
+59
New +$1.06K ﹤0.01% 918

Other funds holding OSCR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Glynn Capital Management
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

True Wealth Design's OSCR Position: Q3 2026 in Review

True Wealth Design increased its Oscar Health (OSCR) stake by 29% in Q3 2026, buying an estimated $492 and bringing the position to 72 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

True Wealth Design first reported a position in OSCR in Q3 2024 and has held it in 8 quarters since. 204 funds tracked by Wall St. Rank hold OSCR as of Q3 2026.

  • True Wealth Design held 72 shares of Oscar Health worth $2.22K as of Q3 2026.
  • True Wealth Design bought 16 Oscar Health shares in Q3 2026, an estimated $492.
  • Oscar Health made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1638 holding.
  • True Wealth Design first reported a position in Oscar Health in Q3 2024 and has held it in 8 quarters since.
  • 204 funds tracked by Wall St. Rank held Oscar Health as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.