MONTAG A & ASSOCIATES INC

Position in FMS — Fresenius Medical Care AG

CIK 829407 ATLANTA, GA

Position in FMS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$13,249

+$1,766 QoQ

Shares Held

586

+15.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#167

of 232 holders

Holding Since

Dec 2022

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $334,750 across 4 Medical Care Facilities names. FMS ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EHC	Encompass Health Corp	2,733	$276,251
2	UHS	Universal Health Services Inc	286	$42,525
3	FMS	Fresenius Medical Care AG This page	586	$13,249
4	ENSG	Ensign Group, Inc	17	$2,725

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,249	586	+15.1%	Shares	Sole	2026-08-05
2026-03-31	$11,483	509	+2213.6%	Shares	Sole	2026-04-29
2025-09-30	$579	22	-78.6%	Shares	Sole	2025-11-12
2022-12-31	$1,683	103	—	Shares	Sole	2023-02-02
No filing history on record for this holder in this stock.