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Valeo Financial Advisors’s Oscar Health OSCR Stock Holding History

Valeo Financial 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
Q3 		– Sell
-7,500
Closed -$161K – 872
2025
Q2 		$161K Buy
7,500
+7,200
+2,400% +$107K ﹤0.01% 728
2025
Q1 		$3.93K Buy
+300
New +$4.45K ﹤0.01% 693

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
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valeo Financial Advisors's OSCR Position: Q3 2025 in Review

Valeo Financial Advisors sold out of Oscar Health (OSCR) in Q3 2025, closing a stake of 3,320 shares — an estimated $71.2K sold.

Valeo Financial Advisors first reported a position in OSCR in Q1 2025 and held it in 2 quarters. The position peaked at $184K in Q1 2025. 343 funds tracked by Wall St. Rank hold OSCR as of Q3 2025.

  • Valeo Financial Advisors reported no remaining Oscar Health position as of Q3 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,320 Oscar Health shares in Q3 2025, an estimated $71.2K.
  • Valeo Financial Advisors first reported a position in Oscar Health in Q1 2025 and held it in 2 quarters.
  • Valeo Financial Advisors's Oscar Health position peaked at $184K in Q1 2025.
  • 343 funds tracked by Wall St. Rank held Oscar Health as of Q3 2025.

Based on Valeo Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.