Position in FMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$300,667
-$154,078 QoQ
Shares Held
13,298
-23.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#108
of 232 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in FMS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Focus Partners Wealth holds $59,258,423 across 13 Medical Care Facilities names. FMS ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENSG |
Ensign Group, Inc
|
125,277 | $20,081,903 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
42,583 | $16,602,685 | |
| 3 | NUTX |
Nutex Health Inc.
|
60,881 | $10,403,954 | |
| 4 | DVA |
Davita Inc.
|
18,572 | $4,131,898 | |
| 5 | UHS |
Universal Health Services Inc
|
15,633 | $2,324,470 | |
| 6 | THC |
Tenet Healthcare Corp
|
12,308 | $2,302,580 | |
| 7 | CHE |
Chemed Corp
|
4,225 | $1,967,751 | |
| 8 | AGL |
agilon health, inc.
|
4,889 | $524,003 |
All Filings in FMS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,667 | 13,298 | Shares | Sole | 2026-08-12 | |
| 2025-09-30 | $454,745 | 17,271 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||