Position in OSCR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$57,924
+$47,567 QoQ
Shares Held
2,031
+124.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#321
of 402 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OSCR Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Allworth Financial LP holds $54,218,684 across 10 Healthcare Plans names. OSCR ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
88,309 | $36,703,869 | |
| 2 | CI |
Cigna Group
|
32,481 | $8,954,362 | |
| 3 | CVS |
CVS HEALTH Corp
|
33,215 | $3,436,091 | |
| 4 | CNC |
Centene Corp
|
38,574 | $2,476,065 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
4,115 | $941,100 | |
| 6 | ELV |
Elevance Health, Inc.
|
2,002 | $774,233 | |
| 7 | HUM |
Humana Inc
|
1,759 | $698,709 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
6,507 | $154,931 |
All Filings in OSCR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,924 | 2,031 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $10,357 | 903 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,429 | 1,700 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $32,427 | 1,713 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $275,847 | 12,866 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,345 | 484 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,550 | 413 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $8,993 | 424 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $6,533 | 413 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $6,141 | 413 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,778 | 413 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,300 | 413 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,328 | 413 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,701 | 413 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $191 | 78 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||