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Whalen Wealth Management’s Oscar Health OSCR Stock Holding History

Whalen Wealth Management’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
Q1 		– Sell
-49,823
Closed -$670K – 163
2024
Q4 		$670K Buy
+49,823
New +$802K 0.46% 44

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whalen Wealth Management's OSCR Position: Q1 2025 in Review

Whalen Wealth Management sold out of Oscar Health (OSCR) in Q1 2025, closing a stake of 49,823 shares — an estimated $670K sold.

Whalen Wealth Management first reported a position in OSCR in Q4 2024 and held it in 1 quarter. The position peaked at $670K in Q4 2024. 292 funds tracked by Wall St. Rank hold OSCR as of Q1 2025.

  • Whalen Wealth Management reported no remaining Oscar Health position as of Q1 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 49,823 Oscar Health shares in Q1 2025, an estimated $670K.
  • Whalen Wealth Management first reported a position in Oscar Health in Q4 2024 and held it in 1 quarter.
  • Whalen Wealth Management's Oscar Health position peaked at $670K in Q4 2024.
  • 292 funds tracked by Wall St. Rank held Oscar Health as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.