Position in OSCR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$225,621
-$422,081 QoQ
Shares Held
7,911
-73.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#290
of 401 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OSCR Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,537,078,951 across 11 Healthcare Plans names. OSCR ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,951,573 | $811,132,285 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,902,944 | $300,309,556 | |
| 3 | ELV |
Elevance Health, Inc.
|
468,145 | $181,045,715 | |
| 4 | CI |
Cigna Group
|
475,677 | $131,134,635 | |
| 5 | CNC |
Centene Corp
|
754,265 | $48,416,270 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
119,548 | $27,340,627 | |
| 7 | ALHC |
Alignment Healthcare, Inc.
|
841,221 | $20,029,472 | |
| 8 | HUM |
Humana Inc
|
38,820 | $15,420,080 |
All Filings in OSCR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,621 | 7,911 | Shares | Sole | 2026-08-03 | |
| 2025-06-30 | $647,702 | 30,210 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $131,611 | 10,039 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $448,612 | 21,151 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $405,577 | 25,637 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $139,021 | 24,959 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $374,169 | 46,423 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,158,024 | 177,068 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $278,681 | 113,285 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $470,786 | 94,346 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $70,592 | 16,610 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $164,016 | 16,451 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||