Steward Partners Investment Advisory, LLC
Position in FMS — Fresenius Medical Care AG
CIK 1723397
STAMFORD, CT
Position in FMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$471,486
+$470,494 QoQ
Shares Held
20,853
+47293.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 232 holders
Holding Since
Jun 2020
9 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, 2026Steward Partners Investment Advisory, LLC holds $3,853,095 across 24 Medical Care Facilities names. FMS ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
2,597 | $1,012,544 | |
| 2 | FMS |
Fresenius Medical Care AG
This page
|
20,853 | $471,486 | |
| 3 | ASTH |
Astrana Health, Inc.
|
9,896 | $459,273 | |
| 4 | DVA |
Davita Inc.
|
1,964 | $436,950 | |
| 5 | THC |
Tenet Healthcare Corp
|
1,942 | $363,309 | |
| 6 | UHS |
Universal Health Services Inc
|
2,334 | $347,042 | |
| 7 | EHC |
Encompass Health Corp
|
2,825 | $285,551 | |
| 8 | CHE |
Chemed Corp
|
460 | $214,240 |
All Filings in FMS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,486 | 20,853 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $992 | 44 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,288 | 222 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,845 | 222 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,342 | 222 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,412 | 378 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,780 | 432 | Shares | Sole | 2025-02-06 | |
| 2020-09-30 | $722 | 17 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,644 | 38 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||