Position in OSCR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$563,298
+$238,204 QoQ
Shares Held
19,751
-30.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#222
of 401 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OSCR Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Axim Planning & Wealth holds $816,416 across 2 Healthcare Plans names. OSCR ranks #1 (69.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OSCR |
Oscar Health, Inc.
This page
|
19,751 | $563,298 | |
| 2 | UNH |
Unitedhealth Group Inc
|
609 | $253,118 |
All Filings in OSCR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563,298 | 19,751 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $325,094 | 28,343 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||