ASSETMARK, INC

Position in FMS — Fresenius Medical Care AG

CIK 1344551 CONCORD, CA

Position in FMS

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$2,985,139

+$1,900,805 QoQ

Shares Held

132,320

+190.7% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

ASSETMARK, INC holds $20,421,044 across 20 Medical Care Facilities names. FMS ranks #2 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	32,701	$15,475,421
2	FMS	Fresenius Medical Care AG This page	132,320	$2,985,139
3	THC	Tenet Healthcare Corp	5,897	$1,112,822
4	ENSG	Ensign Group, Inc	1,469	$296,003
5	ADUS	Addus HomeCare Corp	1,183	$110,787
6	OPCH	Option Care Health, Inc.	3,644	$98,096
7	UHS	Universal Health Services Inc	459	$82,147
8	LFST	LifeStance Health Group, Inc.	9,419	$59,999

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,985,139	132,320	+190.7%	Shares	Sole	2026-05-06
2025-12-31	$1,084,334	45,522	+44.8%	Shares	Sole	2026-01-23
2025-09-30	$827,920	31,444	+1.0%	Shares	Sole	2025-11-06
2025-06-30	$889,898	31,148	+248.6%	Shares	Sole	2025-08-04
2025-03-31	$222,456	8,934	+23.9%	Shares	Sole	2025-05-06
2024-12-31	$163,234	7,210	+196.3%	Shares	Sole	2025-02-06
2024-09-30	$51,822	2,433	-28.0%	Shares	Sole	2024-11-01
2024-06-30	$64,524	3,380	+16.4%	Shares	Sole	2024-08-13
2024-03-31	$55,989	2,904	-30.5%	Shares	Sole	2024-05-07
2023-12-31	$87,027	4,178	+169.9%	Shares	Sole	2024-02-09
2023-09-30	$33,343	1,548	-21.4%	Shares	Sole	2023-10-27
2023-06-30	$47,118	1,969	0.0%	Shares	Defined	2023-08-11
2023-03-31	$41,860	1,969	+61.1%	Shares	Defined	2023-05-05
2022-12-31	$19,967	1,222	0.0%	Shares	Defined	2023-02-10
2022-09-30	$17,156	1,222	0.0%	Shares	Sole	2022-11-01
2022-06-30	$30,476	1,222	-61.0%	Shares	Sole	2022-08-03
2022-03-31	$105,418	3,130	-31.3%	Shares	Sole	2022-05-13
2021-12-31	$147,985	4,559	-1.6%	Shares	Sole	2022-02-14
2021-09-30	$161,981	4,632	+2.6%	Shares	Sole	2021-11-12
2021-06-30	$187,605	4,513	-1.8%	Shares	Sole	2021-08-16
2021-03-31	$169,463	4,595	+368.9%	Shares	Sole	2021-05-14
2020-12-31	$40,728	980	-0.4%	Shares	Sole	2021-02-10
2020-09-30	$41,800	984	0.0%	Shares	Sole	2020-11-13
2020-06-30	$42,587	984	0.0%	Shares	Sole	2020-08-11
2020-03-31	$32,275	984	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.