Cape Investment Advisory, Inc.
Position in FMS — Fresenius Medical Care AG
CIK 1944437
MCDONOUGH, GA
Position in FMS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$38,933
+$24,737 QoQ
Shares Held
1,722
+188.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#145
of 232 holders
Holding Since
Mar 2023
13 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, 2026Cape Investment Advisory, Inc. holds $181,683 across 4 Medical Care Facilities names. FMS ranks #3 (21.4% of the industry book) .
All Filings in FMS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,933 | 1,722 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $14,196 | 596 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $11,558 | 439 | Shares | Defined | 2025-12-29 | |
| 2025-06-30 | $9,370 | 328 | Shares | Defined | 2025-08-19 | |
| 2025-03-31 | $5,926 | 238 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $7,086 | 313 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $6,666 | 313 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,975 | 313 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $6,034 | 313 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $1,853 | 89 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,917 | 89 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,129 | 89 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $1,339 | 63 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||