Position in OSCR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$208,937
New position
Shares Held
7,326
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#297
of 401 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Balance Wealth, LLC holds $534,375 across 2 Healthcare Plans names. OSCR ranks #2 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
783 | $325,438 | |
| 2 | OSCR |
Oscar Health, Inc.
This page
|
7,326 | $208,937 |
All Filings in OSCR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,937 | 7,326 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||