Position in FMS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,903,191
+$993,307 QoQ
Shares Held
128,403
+51.7% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#30
of 232 holders
Holding Since
Sep 2023
12 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $29,408,562 across 12 Medical Care Facilities names. FMS ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
13,254 | $5,167,602 | |
| 2 | MD |
Pediatrix Medical Group, Inc.
|
189,431 | $4,798,287 | |
| 3 | HCSG |
Healthcare Services Group Inc
|
176,149 | $4,326,219 | |
| 4 | THC |
Tenet Healthcare Corp
|
17,361 | $3,247,895 | |
| 5 | FMS |
Fresenius Medical Care AG
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|
128,403 | $2,903,191 | |
| 6 | INNV |
InnovAge Holding Corp.
|
243,633 | $2,887,051 | |
| 7 | NHC |
National Healthcare Corp
|
13,469 | $2,846,807 | |
| 8 | DVA |
Davita Inc.
|
6,087 | $1,354,235 |
All Filings in FMS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,903,191 | 128,403 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||