Position in OSCR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,596,365
+$3,200,156 QoQ
Shares Held
196,226
-6.1% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#105
of 401 holders
Holding Since
Sep 2021
10 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in OSCR Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $432,988,841 across 10 Healthcare Plans names. OSCR ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
655,219 | $272,328,670 | |
| 2 | CVS |
CVS HEALTH Corp
|
710,358 | $73,486,532 | |
| 3 | CI |
Cigna Group
|
103,558 | $28,548,867 | |
| 4 | ELV |
Elevance Health, Inc.
|
67,077 | $25,940,686 | |
| 5 | HUM |
Humana Inc
|
33,176 | $13,178,168 | |
| 6 | OSCR |
Oscar Health, Inc.
This page
|
196,226 | $5,596,365 | |
| 7 | CNC |
Centene Corp
|
77,143 | $4,951,807 | |
| 8 | PGNY |
Progyny, Inc.
|
131,210 | $3,782,783 |
All Filings in OSCR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,596,365 | 196,226 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,396,209 | 208,911 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,010,385 | 209,491 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,410,690 | 233,000 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,860,169 | 226,687 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,339,387 | 178,443 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,074,665 | 154,365 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,215,202 | 151,589 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,098,317 | 132,637 | Shares | Defined | 2024-08-13 | |
| 2021-09-30 | $326,079 | 18,751 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||