VALLEY NATIONAL ADVISERS INC

Position in FMS — Fresenius Medical Care AG

CIK 773411 BETHLEHEM, PA

Position in FMS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$29,935

-$1,581 QoQ

Shares Held

1,324

-5.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#151

of 232 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $1,873,021 across 6 Medical Care Facilities names. FMS ranks #2 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	4,688	$1,827,804
2	FMS	Fresenius Medical Care AG This page	1,324	$29,935
3	UHS	Universal Health Services Inc	52	$7,731
4	SRTA	Strata Critical Medical, Inc.	965	$5,085
5	ENSG	Ensign Group, Inc	14	$2,244
6	DVA	Davita Inc.	1	$222

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,935	1,324	-5.2%	Shares	Sole	2026-07-29
2026-03-31	$31,516	1,397	-0.3%	Shares	Sole	2026-04-15
2025-12-31	$33,371	1,401	-52.3%	Shares	Sole	2026-01-23
2025-09-30	$77,410	2,940	-4.1%	Shares	Sole	2025-10-17
2025-06-30	$87,595	3,066	-6.4%	Shares	Sole	2025-07-22
2025-03-31	$81,547	3,275	-58.7%	Shares	Sole	2025-04-25
2024-12-31	$179,671	7,936	-31.6%	Shares	Sole	2025-01-24
2024-09-30	$247,037	11,598	-19.4%	Shares	Sole	2024-10-24
2024-06-30	$274,819	14,396	-3.6%	Shares	Sole	2024-07-18
2024-03-31	$288,062	14,941	-2.5%	Shares	Sole	2024-04-19
2023-12-31	$319,261	15,327	-3.1%	Shares	Sole	2024-01-25
2023-09-30	$340,612	15,813	-3.7%	Shares	Sole	2023-11-13
2023-06-30	$393,050	16,425	-4.7%	Shares	Sole	2023-07-31
2023-03-31	$366,479	17,238	-1.5%	Shares	Sole	2023-04-26
2022-12-31	$285,950	17,500	-49.3%	Shares	Sole	2023-01-12
2022-09-30	$484,829	34,532	+8.3%	Shares	Sole	2022-11-08
2022-06-30	$795,236	31,886	+5.0%	Shares	Sole	2022-07-15
2022-03-31	$1,022,895	30,371	+22.2%	Shares	Sole	2022-05-06
2021-12-31	$806,988	24,861	+14.9%	Shares	Sole	2022-02-11
2021-09-30	$756,890	21,644	+29.1%	Shares	Sole	2021-11-10
2021-06-30	$697,004	16,767	+0.5%	Shares	Sole	2021-08-02
2021-03-31	$615,084	16,678	-0.5%	Shares	Sole	2021-05-07
2020-12-31	$696,836	16,767	-0.7%	Shares	Sole	2021-02-11
2020-09-30	$717,529	16,891	-0.2%	Shares	Sole	2020-11-13
2020-06-30	$732,860	16,933	-4.4%	Shares	Sole	2020-08-10
2020-03-31	$580,724	17,705	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.