Pathstone Holdings, LLC

Position in FMS — Fresenius Medical Care AG

CIK 2011612 ENGLEWOOD, NJ

Position in FMS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,574,514

+$61,077 QoQ

Shares Held

69,638

+3.8% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#43

of 232 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Healthcare · as of Jun 30, 2026

Pathstone Holdings, LLC holds $32,155,862 across 17 Medical Care Facilities names. FMS ranks #7 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	22,146	$8,634,502
2	ENSG	Ensign Group, Inc	31,206	$5,002,321
3	THC	Tenet Healthcare Corp	17,292	$3,234,987
4	EHC	Encompass Health Corp	24,800	$2,506,783
5	CHE	Chemed Corp	5,201	$2,422,312
6	DVA	Davita Inc.	7,784	$1,731,784
7	FMS	Fresenius Medical Care AG This page	69,638	$1,574,514
8	CON	Concentra Group Holdings Parent, Inc.	35,688	$1,061,718

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,574,514	69,638	+3.8%	Shares	Defined	2026-08-13
2026-03-31	$1,513,437	67,085	-1.4%	Shares	Sole	2026-05-11
2025-12-31	$1,619,950	68,008	+0.5%	Shares	Other	2026-02-13
2025-09-30	$1,782,566	67,701	+2.3%	Shares	Sole	2025-11-13
2025-06-30	$1,891,446	66,204	-0.6%	Shares	Defined	2025-08-12
2025-03-31	$1,658,538	66,608	+11.8%	Shares	Defined	2025-05-15
2024-12-31	$1,348,981	59,584	+65.1%	Shares	Defined	2025-02-14
2024-09-30	$768,822	36,095	+8.5%	Shares	Sole	2024-11-07
2024-06-30	$635,276	33,278	+8.1%	Shares	Sole	2024-08-14
2024-03-31	$593,360	30,776	+113.2%	Shares	Defined	2024-05-13
2023-12-31	$300,701	14,436	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.