Position in OSCR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$353,277
+$189,544 QoQ
Shares Held
12,387
-13.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#259
of 402 holders
Holding Since
Sep 2025
4 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, 2026Arkadios Wealth Advisors holds $21,664,824 across 7 Healthcare Plans names. OSCR ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
25,742 | $10,699,147 | |
| 2 | CVS |
CVS HEALTH Corp
|
43,998 | $4,551,592 | |
| 3 | CI |
Cigna Group
|
12,972 | $3,576,120 | |
| 4 | HUM |
Humana Inc
|
2,932 | $1,164,648 | |
| 5 | ELV |
Elevance Health, Inc.
|
2,366 | $915,002 | |
| 6 | CNC |
Centene Corp
|
6,310 | $405,038 | |
| 7 | OSCR |
Oscar Health, Inc.
This page
|
12,387 | $353,277 |
All Filings in OSCR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,277 | 12,387 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $163,733 | 14,275 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $187,485 | 13,047 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $240,940 | 12,728 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||