Position in FMS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,286,282
+$83,113 QoQ
Shares Held
56,890
+6.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 232 holders
Holding Since
Jun 2020
5 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in FMS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026LPL Financial LLC holds $112,437,405 across 33 Medical Care Facilities names. FMS ranks #19 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
62,042 | $24,189,555 | |
| 2 | THC |
Tenet Healthcare Corp
|
75,169 | $14,062,616 | |
| 3 | DVA |
Davita Inc.
|
48,449 | $10,778,933 | |
| 4 | ASTH |
Astrana Health, Inc.
|
221,696 | $10,288,911 | |
| 5 | ENSG |
Ensign Group, Inc
|
62,321 | $9,990,056 | |
| 6 | EHC |
Encompass Health Corp
|
71,738 | $7,251,277 | |
| 7 | UHS |
Universal Health Services Inc
|
35,393 | $5,262,585 | |
| 8 | SNDA |
Sonida Senior Living, Inc.
|
106,773 | $4,356,338 |
All Filings in FMS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,286,282 | 56,890 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,203,169 | 53,332 | Shares | Sole | 2026-05-06 | |
| 2025-06-30 | $965,094 | 33,780 | Shares | Sole | 2025-08-12 | |
| 2020-12-31 | $242,336 | 5,831 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $295,991 | 6,839 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||