Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Oscar Health Cl A Ord shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Oscar Health Cl A Ord (OSCR) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Oscar Health Cl A Ord

Tip: Access up to 7 years of quarterly data

All positions including Oscar Health Cl A Ord held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oscar Health Cl A Ord by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 69k 18.93
2025-06-30 $802k 37k 21.44

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American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global 100 Etf (IOO)
Alps Etf Tr Smith Core Plus (SMTH)
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Apple (AAPL)
Victory Portfolios Ii Shares Free Cash (VFLO)
Meta Platforms Cl A (META)
Amazon (AMZN)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Oscar Health Cl A Ord

Vanguard Group
BlackRock
Susquehanna International
Citadel Advisors
T. Rowe Price Investment Management
Thrive Capital Management
American Century Companies
State Street Corporation
Geode Capital Management
Jane Street
Dimensional Fund Advisors
Walleye Trading
Farallon Capital Management
Capital World Investors
Goldman Sachs Group

View all funds holding Oscar Health Cl A Ord