Position in FMS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,989
+$4 QoQ
Shares Held
88
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#193
of 232 holders
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FMS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $17,584 across 9 Medical Care Facilities names. FMS ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
30 | $11,696 | |
| 2 | DVA |
Davita Inc.
|
13 | $2,892 | |
| 3 | FMS |
Fresenius Medical Care AG
This page
|
88 | $1,989 | |
| 4 | CHE |
Chemed Corp
|
1 | $465 | |
| 5 | THC |
Tenet Healthcare Corp
|
1 | $187 | |
| 6 | UHS |
Universal Health Services Inc
|
1 | $148 | |
| 7 | EHC |
Encompass Health Corp
|
1 | $101 | |
| 8 | LFST |
LifeStance Health Group, Inc.
|
6 | $64 |
All Filings in FMS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,989 | 88 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,985 | 88 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $2,096 | 88 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $2,317 | 88 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $2,514 | 88 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $2,191 | 88 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $1,992 | 88 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $1,874 | 88 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $823 | 33 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $973 | 30 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $524 | 15 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $1,039 | 25 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $127 | 3 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||