Position in OSCR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,094
-$3,276 QoQ
Shares Held
389
-61.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#347
of 401 holders
Holding Since
Dec 2021
6 quarters on record
Common Shares in OSCR Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $12,002,377 across 9 Healthcare Plans names. OSCR ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
17,949 | $7,460,141 | |
| 2 | CVS |
CVS HEALTH Corp
|
34,060 | $3,523,506 | |
| 3 | CI |
Cigna Group
|
2,917 | $804,158 | |
| 4 | HUM |
Humana Inc
|
242 | $96,127 | |
| 5 | ELV |
Elevance Health, Inc.
|
197 | $76,185 | |
| 6 | CNC |
Centene Corp
|
253 | $16,240 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
49 | $11,206 | |
| 8 | OSCR |
Oscar Health, Inc.
This page
|
389 | $11,094 |
All Filings in OSCR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,094 | 389 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $14,370 | 1,000 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $18,930 | 1,000 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $20,368 | 950 | Shares | Sole | 2025-08-04 | |
| 2023-06-30 | $22,165 | 2,750 | Shares | Sole | 2023-08-09 | |
| 2021-12-31 | $14,130 | 1,800 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||