Position in FMS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$893,705
+$436,301 QoQ
Shares Held
39,527
+95.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#60
of 232 holders
Holding Since
Mar 2026
2 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, 2026Sequoia Financial Advisors, LLC holds $7,339,091 across 13 Medical Care Facilities names. FMS ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
4,593 | $1,790,764 | |
| 2 | UHS |
Universal Health Services Inc
|
7,026 | $1,044,695 | |
| 3 | FMS |
Fresenius Medical Care AG
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|
39,527 | $893,705 | |
| 4 | DVA |
Davita Inc.
|
2,791 | $620,941 | |
| 5 | EHC |
Encompass Health Corp
|
5,961 | $602,537 | |
| 6 | CHE |
Chemed Corp
|
1,209 | $563,079 | |
| 7 | ENSG |
Ensign Group, Inc
|
2,956 | $473,846 | |
| 8 | THC |
Tenet Healthcare Corp
|
2,312 | $432,528 |
All Filings in FMS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $893,705 | 39,527 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $457,404 | 20,275 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||