Position in OSCR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$969
+$818 QoQ
Shares Held
34
+325.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#379
of 401 holders
Holding Since
Sep 2025
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, 2026Clearstead Advisors, LLC holds $15,243,852 across 11 Healthcare Plans names. OSCR ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
13,787 | $5,730,290 | |
| 2 | CVS |
CVS HEALTH Corp
|
38,758 | $4,009,515 | |
| 3 | ELV |
Elevance Health, Inc.
|
7,908 | $3,058,260 | |
| 4 | CI |
Cigna Group
|
6,465 | $1,782,271 | |
| 5 | CNC |
Centene Corp
|
4,169 | $267,608 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
928 | $212,233 | |
| 7 | HUM |
Humana Inc
|
458 | $181,926 | |
| 8 | OSCR |
Oscar Health, Inc.
This page
|
34 | $969 |
All Filings in OSCR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $969 | 34 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $151 | 8 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||