Position in FMS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$721,507
-$62,024 QoQ
Shares Held
31,911
-8.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#65
of 232 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in FMS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Ethic Inc. holds $13,945,898 across 8 Medical Care Facilities names. FMS ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
20,832 | $8,122,188 | |
| 2 | DVA |
Davita Inc.
|
8,530 | $1,897,754 | |
| 3 | THC |
Tenet Healthcare Corp
|
5,161 | $965,519 | |
| 4 | EHC |
Encompass Health Corp
|
9,123 | $922,152 | |
| 5 | FMS |
Fresenius Medical Care AG
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|
31,911 | $721,507 | |
| 6 | CHE |
Chemed Corp
|
1,119 | $521,163 | |
| 7 | UHS |
Universal Health Services Inc
|
2,854 | $424,361 | |
| 8 | ENSG |
Ensign Group, Inc
|
2,316 | $371,254 |
All Filings in FMS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,507 | 31,911 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $783,531 | 34,731 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,023,069 | 42,950 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,257,415 | 47,756 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,499,839 | 52,497 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,271,991 | 51,084 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,115,835 | 49,286 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $839,859 | 39,430 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,032,215 | 54,071 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $760,210 | 39,430 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $749,088 | 35,962 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $619,081 | 28,741 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $582,001 | 24,321 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $396,754 | 18,662 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $212,599 | 13,011 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $251,877 | 17,940 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $472,488 | 18,945 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $827,719 | 24,576 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||