Position in OSCR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,211,729
+$296,218 QoQ
Shares Held
42,487
-12.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#184
of 402 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in OSCR Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Belpointe Asset Management LLC holds $10,929,305 across 7 Healthcare Plans names. OSCR ranks #5 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
11,412 | $4,743,169 | |
| 2 | HUM |
Humana Inc
|
3,940 | $1,565,046 | |
| 3 | CNC |
Centene Corp
|
20,690 | $1,328,091 | |
| 4 | CI |
Cigna Group
|
4,533 | $1,249,657 | |
| 5 | OSCR |
Oscar Health, Inc.
This page
|
42,487 | $1,211,729 | |
| 6 | CVS |
CVS HEALTH Corp
|
5,493 | $568,250 | |
| 7 | ELV |
Elevance Health, Inc.
|
681 | $263,363 |
All Filings in OSCR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,211,729 | 42,487 | Shares | Other | 2026-07-31 | |
| 2025-09-30 | $915,511 | 48,363 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $689,531 | 32,161 | Shares | Other | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||