Position in OSCR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,224
+$1,513 QoQ
Shares Held
78
+25.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#370
of 401 holders
Holding Since
Sep 2024
8 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, 2026JFS WEALTH ADVISORS, LLC holds $817,198 across 10 Healthcare Plans names. OSCR ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
802 | $333,335 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,759 | $285,418 | |
| 3 | CI |
Cigna Group
|
425 | $117,164 | |
| 4 | ELV |
Elevance Health, Inc.
|
127 | $49,114 | |
| 5 | HUM |
Humana Inc
|
30 | $11,916 | |
| 6 | CNC |
Centene Corp
|
177 | $11,361 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
24 | $5,488 | |
| 8 | OSCR |
Oscar Health, Inc.
This page
|
78 | $2,224 |
All Filings in OSCR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,224 | 78 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $711 | 62 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $876 | 61 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $681 | 36 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $557 | 26 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $655 | 50 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $349 | 26 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $636 | 30 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||