Position in OSCR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,616,110
+$1,996,547 QoQ
Shares Held
91,729
+69.8% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#135
of 402 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in OSCR Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Creative Planning holds $303,589,088 across 11 Healthcare Plans names. OSCR ranks #9 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
349,810 | $145,391,529 | |
| 2 | CVS |
CVS HEALTH Corp
|
332,113 | $34,357,089 | |
| 3 | CI |
Cigna Group
|
108,989 | $30,046,086 | |
| 4 | CNC |
Centene Corp
|
460,329 | $29,548,517 | |
| 5 | HUM |
Humana Inc
|
59,025 | $23,445,910 | |
| 6 | ELV |
Elevance Health, Inc.
|
51,889 | $20,067,032 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
58,051 | $13,276,262 | |
| 8 | PGNY |
Progyny, Inc.
|
96,672 | $2,787,053 |
All Filings in OSCR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,616,110 | 91,729 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $619,563 | 54,016 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $995,769 | 69,295 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,818,245 | 96,051 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,279,324 | 59,670 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $409,189 | 31,212 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $235,871 | 17,550 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $663,787 | 31,296 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $284,917 | 18,010 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $152,774 | 10,274 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||