Position in OSCR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,566,201
+$1,867,988 QoQ
Shares Held
89,979
+47.8% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#137
of 402 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in OSCR Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Focus Partners Wealth holds $196,436,939 across 8 Healthcare Plans names. OSCR ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
223,546 | $92,912,423 | |
| 2 | CVS |
CVS HEALTH Corp
|
371,576 | $38,439,537 | |
| 3 | ELV |
Elevance Health, Inc.
|
52,563 | $20,327,688 | |
| 4 | CNC |
Centene Corp
|
281,266 | $18,054,464 | |
| 5 | CI |
Cigna Group
|
49,098 | $13,535,336 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
32,286 | $7,383,808 | |
| 7 | HUM |
Humana Inc
|
8,100 | $3,217,482 | |
| 8 | OSCR |
Oscar Health, Inc.
This page
|
89,979 | $2,566,201 |
All Filings in OSCR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,566,201 | 89,979 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $698,213 | 60,873 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $888,180 | 61,808 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,093,907 | 57,787 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,221,286 | 56,963 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $723,121 | 55,158 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $728,568 | 54,209 | Shares | Sole | 2025-05-20 | |
| 2024-06-30 | $800,476 | 50,599 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||