Position in OSCR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$257,765
-$64,625 QoQ
Shares Held
22,473
+0.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
10 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, 2026TRUIST FINANCIAL CORP holds $335,063,109 across 8 Healthcare Plans names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
1,649,520 | $170,642,843 | |
| 2 | UNH |
Unitedhealth Group Inc
|
248,398 | $103,241,660 | |
| 3 | ELV |
Elevance Health, Inc.
|
90,782 | $35,108,122 | |
| 4 | CI |
Cigna Group
|
56,694 | $15,629,400 | |
| 5 | CNC |
Centene Corp
|
101,697 | $6,527,929 | |
| 6 | ALHC |
Alignment Healthcare, Inc.
|
84,991 | $2,023,635 | |
| 7 | HUM |
Humana Inc
|
4,620 | $1,835,155 | |
| 8 | CLOV |
Clover Health Investments, Corp. /De
|
10,375 | $54,365 |
All Filings in OSCR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $257,765 | 22,473 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $322,390 | 22,435 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $435,882 | 23,026 | Shares | Defined | 2025-11-03 | |
| 2023-03-31 | $327,228 | 50,035 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $95,489 | 38,817 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $211,975 | 42,480 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $143,760 | 33,826 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $300,555 | 30,146 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $177,802 | 22,650 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $258,502 | 14,865 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||