Position in FMS
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$7,620,768
-$704,322 QoQ
Shares Held
337,800
-3.3% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FMS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026HENNESSY ADVISORS INC holds $2,144,395 across 1 Medical Care Facilities name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
5,500 | $2,144,395 |
All Filings in FMS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,620,768 | 337,800 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,325,090 | 349,500 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $9,800,026 | 372,200 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $11,479,426 | 401,800 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||