Position in FMS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,899
+$851 QoQ
Shares Held
84
+90.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#195
of 232 holders
Holding Since
Sep 2021
15 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, 2026Bell Investment Advisors, Inc holds $90,700 across 13 Medical Care Facilities names. FMS ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
141 | $54,974 | |
| 2 | THC |
Tenet Healthcare Corp
|
73 | $13,656 | |
| 3 | DVA |
Davita Inc.
|
21 | $4,672 | |
| 4 | UHS |
Universal Health Services Inc
|
26 | $3,865 | |
| 5 | AMN |
Amn Healthcare Services Inc
|
86 | $2,783 | |
| 6 | ACHC |
Acadia Healthcare Company, Inc.
|
87 | $2,569 | |
| 7 | ADUS |
Addus HomeCare Corp
|
22 | $2,210 | |
| 8 | FMS |
Fresenius Medical Care AG
This page
|
84 | $1,899 |
All Filings in FMS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,899 | 84 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $1,048 | 44 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $1,158 | 44 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $857 | 30 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $747 | 30 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $679 | 30 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $639 | 30 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $572 | 30 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $578 | 30 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $624 | 30 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $560 | 26 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $622 | 26 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $552 | 26 | Shares | Sole | 2023-05-10 | |
| 2022-09-30 | $407 | 29 | Shares | Sole | 2022-11-09 | |
| 2021-09-30 | $419 | 12 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||