WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in FMS — Fresenius Medical Care AG
CIK 1632972
PLYMOUTH, MN
Position in FMS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$264,672
+$30,460 QoQ
Shares Held
11,706
+4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#117
of 232 holders
Holding Since
Sep 2023
3 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in FMS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $48,694,450 across 28 Medical Care Facilities names. FMS ranks #19 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
30,926 | $12,057,738 | |
| 2 | AGL |
agilon health, inc.
|
108,160 | $11,592,588 | |
| 3 | CHE |
Chemed Corp
|
11,499 | $5,355,544 | |
| 4 | THC |
Tenet Healthcare Corp
|
24,746 | $4,629,481 | |
| 5 | DVA |
Davita Inc.
|
10,760 | $2,393,884 | |
| 6 | ENSG |
Ensign Group, Inc
|
12,857 | $2,060,977 | |
| 7 | UHS |
Universal Health Services Inc
|
12,510 | $1,860,111 | |
| 8 | EHC |
Encompass Health Corp
|
13,649 | $1,379,640 |
All Filings in FMS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,672 | 11,706 | Shares | Sole | 2026-07-15 | |
| 2023-12-31 | $234,212 | 11,244 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $353,729 | 16,422 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||