Position in OSCR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$256,879
-$1,052,444 QoQ
Shares Held
9,007
-92.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#279
of 401 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 1%
Shared 2%
None 98%
Common Shares in OSCR Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Corient Private Wealth LLC holds $405,313,761 across 10 Healthcare Plans names. OSCR ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
8,447,224 | $243,633,636 | |
| 2 | CVS |
CVS HEALTH Corp
|
640,039 | $49,516,007 | |
| 3 | CI |
Cigna Group
|
554,756 | $40,315,914 | |
| 4 | ELV |
Elevance Health, Inc.
|
72,921 | $28,200,738 | |
| 5 | CNC |
Centene Corp
|
371,227 | $23,829,061 | |
| 6 | HUM |
Humana Inc
|
624,775 | $10,440,905 | |
| 7 | ALHC |
Alignment Healthcare, Inc.
|
136,378 | $3,247,160 | |
| 8 | PGNY |
Progyny, Inc.
|
109,939 | $3,169,541 |
All Filings in OSCR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,879 | 9,007 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,309,323 | 114,152 | Shares | Sole | 2026-05-15 | |
| 2024-09-30 | $482,336 | 22,741 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $239,530 | 15,141 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $221,041 | 14,865 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $136,105 | 14,875 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $82,853 | 14,875 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $120,368 | 14,934 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $98,171 | 15,011 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $38,014 | 15,453 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||