UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in FMS — Fresenius Medical Care AG
CIK 1463217
IRVING, TX
Position in FMS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$261,959
+$34,126 QoQ
Shares Held
11,586
+14.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#118
of 232 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FMS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $7,252,706 across 11 Medical Care Facilities names. FMS ranks #11 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
5,085 | $1,982,590 | |
| 2 | DVA |
Davita Inc.
|
6,680 | $1,486,166 | |
| 3 | THC |
Tenet Healthcare Corp
|
4,454 | $833,254 | |
| 4 | NUTX |
Nutex Health Inc.
|
4,224 | $721,839 | |
| 5 | ACHC |
Acadia Healthcare Company, Inc.
|
14,395 | $425,084 | |
| 6 | EHC |
Encompass Health Corp
|
3,477 | $351,455 | |
| 7 | UHS |
Universal Health Services Inc
|
2,261 | $336,188 | |
| 8 | CHE |
Chemed Corp
|
693 | $322,757 |
All Filings in FMS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,959 | 11,586 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $227,833 | 10,099 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $214,784 | 9,017 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $222,857 | 8,464 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $237,359 | 8,308 | Shares | Defined | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||