Position in OSCR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,224,791
+$535,158 QoQ
Shares Held
42,945
-28.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#181
of 401 holders
Holding Since
Mar 2025
6 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, 2026Perigon Wealth Management, LLC holds $14,407,436 across 9 Healthcare Plans names. OSCR ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
10,008 | $4,159,625 | |
| 2 | CVS |
CVS HEALTH Corp
|
34,184 | $3,536,334 | |
| 3 | CI |
Cigna Group
|
11,641 | $3,209,190 | |
| 4 | OSCR |
Oscar Health, Inc.
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|
42,945 | $1,224,791 | |
| 5 | CNC |
Centene Corp
|
14,894 | $956,045 | |
| 6 | ELV |
Elevance Health, Inc.
|
2,060 | $796,663 | |
| 7 | HUM |
Humana Inc
|
602 | $239,126 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
981 | $224,354 |
All Filings in OSCR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,224,791 | 42,945 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $689,633 | 60,125 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $851,422 | 59,250 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,070,870 | 56,570 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,231,942 | 57,460 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $357,509 | 27,270 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||