Position in OSCR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,218
+$2 QoQ
Shares Held
455
+25.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OSCR Over Time
Shares Held
Position Value (USD)
Derivatives in OSCR
reported options exposure · as of Jun 30, 2025CallValue
$2,144
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MAI Capital Management holds $63,617,505 across 7 Healthcare Plans names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
93,560 | $38,886,342 | |
| 2 | CVS |
CVS HEALTH Corp
|
105,938 | $10,959,285 | |
| 3 | CI |
Cigna Group
|
18,301 | $5,045,219 | |
| 4 | ELV |
Elevance Health, Inc.
|
9,511 | $3,678,188 | |
| 5 | CNC |
Centene Corp
|
45,665 | $2,931,236 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
7,203 | $1,647,325 | |
| 7 | HUM |
Humana Inc
|
1,183 | $469,910 |
All Filings in OSCR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,218 | 455 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,216 | 363 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $139,779 | 7,384 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,144 | 100 | Call | Sole | 2025-08-12 | |
| 2025-06-30 | $29,222 | 1,363 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $13,110 | 1,000 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $148,700 | 10,000 | Put | Sole | 2024-05-08 | |
| 2024-03-31 | $148,700 | 10,000 | Call | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||