Position in FMS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$80,310
+$19,353 QoQ
Shares Held
3,552
+31.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#136
of 232 holders
Holding Since
Jun 2022
17 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, 2026Allworth Financial LP holds $3,959,356 across 40 Medical Care Facilities names. FMS ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THC |
Tenet Healthcare Corp
|
6,061 | $1,133,891 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
1,146 | $446,813 | |
| 3 | DVA |
Davita Inc.
|
1,603 | $356,635 | |
| 4 | CHE |
Chemed Corp
|
748 | $348,373 | |
| 5 | LFST |
LifeStance Health Group, Inc.
|
26,532 | $284,157 | |
| 6 | MD |
Pediatrix Medical Group, Inc.
|
11,182 | $283,240 | |
| 7 | UHS |
Universal Health Services Inc
|
1,288 | $191,512 | |
| 8 | EHC |
Encompass Health Corp
|
1,239 | $125,238 |
All Filings in FMS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,310 | 3,552 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $60,957 | 2,702 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,466 | 1,363 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $38,652 | 1,468 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $42,797 | 1,498 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $35,656 | 1,432 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $39,303 | 1,736 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $35,677 | 1,675 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $20,884 | 1,094 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $20,995 | 1,089 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,332 | 208 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,191 | 241 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $5,456 | 228 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $4,847 | 228 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $3,300 | 202 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $589 | 42 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $598 | 24 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||