Annex Advisory Services, LLC OSCR OSCAR HEALTH INC

Ownership history in Annex Advisory Services, LLC  ·  5 quarters on record

AI Ownership Summary

Annex Advisory Services, LLC reported OSCAR HEALTH INC (OSCR) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q2. The latest visible filing shows OSCR at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OSCR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Annex Advisory Services, LLC's position in OSCAR HEALTH INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

OSCR was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Annex Advisory Services, LLC held OSCR — position size vs. price
% of Fund (quarterly)    OSCR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 74,283 -92,426 -55.4% 0.04% $2.1M 2026-07-10 $30.54
2026 Q1 ADDED 166,709 +62,273 +59.6% 0.04% $1.9M 2026-04-16 $15.63
2025 Q4 ADDED 104,436 +35,376 +51.2% 0.03% $1.5M 2026-01-26 $15.70
2025 Q3 ADDED 69,060 +31,666 +84.7% 0.03% $1.3M 2025-10-17 $19.39
2025 Q2 INITIATED 37,394 0.02% $802K 2025-07-11 $14.38

FAQ About Annex Advisory Services, LLC and OSCR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Annex Advisory Services, LLC reported owning OSCR?

Annex Advisory Services, LLC reported OSCR across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported OSCR position in Annex Advisory Services, LLC's portfolio?

The largest reported portfolio weight for OSCR was 0.04% in 2026 Q2.

What is the latest reported OSCR position on this page?

The most recent filing on this page is 2026 Q2, when Annex Advisory Services, LLC reported 74,283 shares, equal to 0.04% of portfolio, with an estimated market value of $2.1M.

What does the chart on this OSCR ownership page compare?

The chart compares Annex Advisory Services, LLC's quarterly OSCR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Annex Advisory Services, LLC time their OSCR position?

Based on 13F filing dates vs. subsequent OSCR price moves, Annex Advisory Services, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on OSCR relative to SPY over the holding period was +3175.7%.

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