Position in FMS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$8,194,722
+$348,964 QoQ
Shares Held
362,438
+4.2% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#17
of 232 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FMS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Moran Wealth Management, LLC holds $12,813,659 across 4 Medical Care Facilities names. FMS ranks #1 (64.0% of the industry book) .
All Filings in FMS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,194,722 | 362,438 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $7,845,758 | 347,773 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,299,483 | 264,462 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,160,771 | 158,024 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,272,672 | 149,551 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,673,248 | 147,520 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,766,634 | 254,710 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,970,908 | 233,376 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,030,632 | 158,755 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,975,347 | 154,323 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,247,334 | 155,897 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||