Position in ACHC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,014,924
+$2,697,693 QoQ
Shares Held
128,898
+476.6% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ACHC Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Creative Planning holds $104,163,223 across 35 Medical Care Facilities names. ACHC ranks #9 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
86,571 | $40,968,859 | |
| 2 | ENSG |
Ensign Group, Inc
|
68,759 | $13,854,938 | |
| 3 | EHC |
Encompass Health Corp
|
59,903 | $5,794,417 | |
| 4 | UHS |
Universal Health Services Inc
|
28,333 | $5,070,757 | |
| 5 | THC |
Tenet Healthcare Corp
|
26,093 | $4,924,010 | |
| 6 | FMS |
Fresenius Medical Care AG
|
183,818 | $4,146,934 | |
| 7 | OPCH |
Option Care Health, Inc.
|
121,521 | $3,271,345 | |
| 8 | CHE |
Chemed Corp
|
8,152 | $3,079,336 |
All Filings in ACHC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,014,924 | 128,898 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $317,231 | 22,356 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $946,648 | 38,233 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $820,129 | 36,145 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $911,949 | 23,000 | Shares | Defined | 2025-02-14 | |
| 2024-03-31 | $217,300 | 2,743 | Shares | Sole | 2024-05-13 | |
| 2023-03-31 | $72 | 1 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||