Position in FMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,722,698
+$2,575,764 QoQ
Shares Held
297,333
+61.8% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 232 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FMS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Creative Planning holds $113,442,955 across 35 Medical Care Facilities names. FMS ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
78,107 | $30,453,137 | |
| 2 | CHE |
Chemed Corp
|
25,772 | $12,003,050 | |
| 3 | ENSG |
Ensign Group, Inc
|
54,157 | $8,681,366 | |
| 4 | UHS |
Universal Health Services Inc
|
52,582 | $7,818,416 | |
| 5 | EHC |
Encompass Health Corp
|
75,142 | $7,595,352 | |
| 6 | FMS |
Fresenius Medical Care AG
This page
|
297,333 | $6,722,698 | |
| 7 | DVA |
Davita Inc.
|
23,146 | $5,149,521 | |
| 8 | NHC |
National Healthcare Corp
|
19,715 | $4,166,962 |
All Filings in FMS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,722,698 | 297,333 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,146,934 | 183,818 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,709,037 | 71,748 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,680,959 | 63,842 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,516,294 | 53,073 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,245,771 | 50,031 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,206,938 | 53,310 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $809,612 | 38,010 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $766,270 | 40,140 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $651,026 | 33,767 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $621,733 | 29,848 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $588,170 | 27,306 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $718,832 | 30,039 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $499,567 | 23,498 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $274,789 | 16,817 | Shares | Sole | 2023-02-10 | |
| 2020-12-31 | $294,785 | 7,093 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $306,195 | 7,208 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $329,101 | 7,604 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $239,046 | 7,288 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||