Cornerstone Financial Management LLC
Position in FMS — Fresenius Medical Care AG
CIK 2110329
PROVIDENCE, RI
Position in FMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,107
+$521 QoQ
Shares Held
49
+88.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#208
of 232 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Financial Management LLC holds $21,380 across 8 Medical Care Facilities names. FMS ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
27 | $10,527 | |
| 2 | NHC |
National Healthcare Corp
|
20 | $4,227 | |
| 3 | DVA |
Davita Inc.
|
7 | $1,557 | |
| 4 | FMS |
Fresenius Medical Care AG
This page
|
49 | $1,107 | |
| 5 | UHS |
Universal Health Services Inc
|
7 | $1,040 | |
| 6 | OPCH |
Option Care Health, Inc.
|
49 | $1,027 | |
| 7 | EHC |
Encompass Health Corp
|
10 | $1,010 | |
| 8 | ACHC |
Acadia Healthcare Company, Inc.
|
30 | $885 |
All Filings in FMS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,107 | 49 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $586 | 26 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $619 | 26 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||