Position in FMS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$87,816
+$7,639 QoQ
Shares Held
3,884
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#22
of 52 holders
Holding Since
Jun 2022
17 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, 2026Blue Trust, Inc. holds $9,177,352 across 17 Medical Care Facilities names. FMS ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
18,916 | $7,375,158 | |
| 2 | CHE |
Chemed Corp
|
1,764 | $821,565 | |
| 3 | EHC |
Encompass Health Corp
|
3,256 | $329,116 | |
| 4 | OPCH |
Option Care Health, Inc.
|
9,528 | $199,802 | |
| 5 | DVA |
Davita Inc.
|
431 | $95,888 | |
| 6 | FMS |
Fresenius Medical Care AG
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|
3,884 | $87,816 | |
| 7 | MD |
Pediatrix Medical Group, Inc.
|
2,320 | $58,765 | |
| 8 | ENSG |
Ensign Group, Inc
|
329 | $52,738 |
All Filings in FMS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,816 | 3,884 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $80,177 | 3,554 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $118,527 | 4,976 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $147,973 | 5,620 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $176,704 | 6,185 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $98,827 | 3,969 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $129,817 | 5,734 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $273,980 | 12,863 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $21,151 | 1,108 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $13,977 | 725 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $14,600 | 701 | Shares | Other | 2024-01-18 | |
| 2023-09-30 | $41,313 | 1,918 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $43,528 | 1,819 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $51,449 | 2,420 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $55,000 | 3,366 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $3,762 | 268 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $4,837 | 194 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||