Position in OSCR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$20,018
+$18,517 QoQ
Shares Held
702
+435.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#340
of 402 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OSCR Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $7,642,497 across 11 Healthcare Plans names. OSCR ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
5,620 | $2,335,836 | |
| 2 | CNC |
Centene Corp
|
23,418 | $1,503,196 | |
| 3 | CVS |
CVS HEALTH Corp
|
14,501 | $1,500,123 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
3,674 | $840,240 | |
| 5 | CI |
Cigna Group
|
2,169 | $597,946 | |
| 6 | ELV |
Elevance Health, Inc.
|
1,503 | $581,248 | |
| 7 | HUM |
Humana Inc
|
453 | $179,935 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
1,874 | $44,616 |
All Filings in OSCR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,018 | 702 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,501 | 131 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $29,888 | 2,080 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $27,390 | 1,447 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $29,928 | 1,396 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $19,047 | 1,453 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,016 | 1,043 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $19,703 | 929 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $14,475 | 915 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $17,501 | 1,177 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $15,646 | 1,710 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9,524 | 1,710 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $13,782 | 1,710 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $11,183 | 1,710 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,206 | 1,710 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||