Position in MOH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$484,157
+$245,550 QoQ
Shares Held
2,117
+18.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#342
of 597 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in MOH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026QTR Family Wealth, LLC holds $2,447,777 across 4 Healthcare Plans names. MOH ranks #3 (19.8% of the industry book) .
All Filings in MOH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,157 | 2,117 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $238,607 | 1,790 | Shares | Sole | 2026-04-16 | |
| 2025-09-30 | $303,496 | 1,586 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||