Position in FMS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$36,469
+$18,585 QoQ
Shares Held
1,613
+203.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#146
of 232 holders
Holding Since
Mar 2022
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FMS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Clearstead Advisors, LLC holds $1,504,340 across 33 Medical Care Facilities names. FMS ranks #9 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
1,841 | $717,787 | |
| 2 | OPCH |
Option Care Health, Inc.
|
7,783 | $163,209 | |
| 3 | ASTH |
Astrana Health, Inc.
|
2,682 | $124,471 | |
| 4 | DVA |
Davita Inc.
|
505 | $112,352 | |
| 5 | MD |
Pediatrix Medical Group, Inc.
|
3,376 | $85,514 | |
| 6 | UHS |
Universal Health Services Inc
|
379 | $56,353 | |
| 7 | CHE |
Chemed Corp
|
110 | $51,231 | |
| 8 | SNDA |
Sonida Senior Living, Inc.
|
1,239 | $50,551 |
All Filings in FMS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,469 | 1,613 | Shares | Sole | 2026-08-06 | |
| 2022-03-31 | $17,884 | 531 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||