Position in FMS
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,909,884
+$1,338,062 QoQ
Shares Held
84,658
+252.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0.19017694724656856.ToString("F0")%
Shared 0.ToString("F0")%
None 99.80982305275343.ToString("F0")%
Common Shares in FMS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $23,039,110 across 10 Medical Care Facilities names. FMS ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
13,972 | $6,612,109 | |
| 2 | THC |
Tenet Healthcare Corp
|
16,820 | $3,174,102 | |
| 3 | MD |
Pediatrix Medical Group, Inc.
|
143,668 | $3,073,058 | |
| 4 | HCSG |
Healthcare Services Group Inc
|
155,860 | $2,891,203 | |
| 5 | INNV |
InnovAge Holding Corp.
|
248,072 | $1,989,537 | |
| 6 | FMS |
Fresenius Medical Care AG
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|
84,658 | $1,909,884 | |
| 7 | UHS |
Universal Health Services Inc
|
7,977 | $1,427,643 | |
| 8 | DVA |
Davita Inc.
|
5,387 | $827,928 |
All Filings in FMS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,909,884 | 84,658 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $571,822 | 24,006 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $484,761 | 18,411 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $541,144 | 18,941 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $465,729 | 18,704 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $442,159 | 19,530 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $433,966 | 20,374 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $704,440 | 36,901 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $694,195 | 36,006 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $629,836 | 30,237 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $542,334 | 25,178 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||