EVERGREEN CAPITAL MANAGEMENT LLC
Position in FMS — Fresenius Medical Care AG
CIK 1260824
Bellevue, WA
Position in FMS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$417,945
-$99,152 QoQ
Shares Held
18,485
-19.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#88
of 232 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in FMS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $5,795,610 across 12 Medical Care Facilities names. FMS ranks #7 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
|
8,394 | $848,465 | |
| 2 | NHC |
National Healthcare Corp
|
3,502 | $740,182 | |
| 3 | PNTG |
Pennant Group, Inc.
|
15,964 | $589,869 | |
| 4 | ENSG |
Ensign Group, Inc
|
3,298 | $528,669 | |
| 5 | HCA |
HCA Healthcare, Inc.
|
1,323 | $515,824 | |
| 6 | THC |
Tenet Healthcare Corp
|
2,277 | $425,981 | |
| 7 | FMS |
Fresenius Medical Care AG
This page
|
18,485 | $417,945 | |
| 8 | CHE |
Chemed Corp
|
893 | $415,905 |
All Filings in FMS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,945 | 18,485 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $517,097 | 22,921 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $429,093 | 18,014 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $293,790 | 11,158 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $232,874 | 8,151 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $213,044 | 8,556 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $207,042 | 9,145 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||