BCS Private Wealth Management, Inc. OSCR β€” OSCAR HEALTH INC

Ownership history in BCS Private Wealth Management, Inc.  Β·  4 quarters on record

AI Ownership Summary

BCS Private Wealth Management, Inc. reported OSCAR HEALTH INC (OSCR) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 3.02% in 2025 Q2. The latest visible filing shows OSCR at 1.25% 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 BCS Private Wealth Management, Inc.'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 Q1

OSCR was reported at 1.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.02% in 2025 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 Q1

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 BCS Private Wealth Management, Inc. held OSCR β€” position size vs. price
% of Fund (quarterly)    OSCR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 359,106 +21,703 +6.4% 1.25% $4.1M 2026-04-21 $16.17
2025 Q4 REDUCED 5.7% -20.2% βœ… 337,403 -20,268 -5.7% 1.66% $4.8M 2026-01-26 $15.70
2025 Q3 REDUCED β€” β€” β€” 357,671 -16,908 -4.5% 2.42% $6.8M 2025-10-28 $19.54
2025 Q2 INITIATED β€” β€” β€” 374,579 β€” β€” 3.02% $8K 2025-08-14 $14.68

FAQ About BCS Private Wealth Management, Inc. and OSCR

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

How long has BCS Private Wealth Management, Inc. reported owning OSCR?

BCS Private Wealth Management, Inc. reported OSCR across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported OSCR position in BCS Private Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for OSCR was 3.02% in 2025 Q2.

What is the latest reported OSCR position on this page?

The most recent filing on this page is 2026 Q1, when BCS Private Wealth Management, Inc. reported 359,106 shares, equal to 1.25% of portfolio, with an estimated market value of $4.1M.

What does the chart on this OSCR ownership page compare?

The chart compares BCS Private Wealth Management, Inc.'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 BCS Private Wealth Management, Inc. time their OSCR position?

Based on 13F filing dates vs. subsequent OSCR price moves, BCS Private Wealth Management, Inc. correctly timed 2 out of 3 reported position changes (67%).

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