Position in FMS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$347,221
+$218,174 QoQ
Shares Held
15,357
+169.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#97
of 232 holders
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in FMS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Venturi Wealth Management, LLC holds $2,090,418 across 2 Medical Care Facilities names. FMS ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
4,471 | $1,743,197 | |
| 2 | FMS |
Fresenius Medical Care AG
This page
|
15,357 | $347,221 |
All Filings in FMS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,221 | 15,357 | Shares | Other | 2026-07-20 | |
| 2024-12-31 | $129,047 | 5,700 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $112,016 | 5,259 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $8,761 | 459 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $8,059 | 418 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $8,706 | 418 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $9,003 | 418 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $10,002 | 418 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $8,886 | 418 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||