Position in FMS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$287,395
-$62,871 QoQ
Shares Held
12,711
-18.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#113
of 232 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in FMS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $73,763,377 across 24 Medical Care Facilities names. FMS ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
108,604 | $42,343,613 | |
| 2 | THC |
Tenet Healthcare Corp
|
51,373 | $9,610,860 | |
| 3 | CHE |
Chemed Corp
|
12,366 | $5,759,340 | |
| 4 | DVA |
Davita Inc.
|
19,842 | $4,414,448 | |
| 5 | UHS |
Universal Health Services Inc
|
20,650 | $3,070,448 | |
| 6 | EHC |
Encompass Health Corp
|
15,728 | $1,589,786 | |
| 7 | AGL |
agilon health, inc.
|
11,554 | $1,238,357 | |
| 8 | LFST |
LifeStance Health Group, Inc.
|
93,482 | $1,001,192 |
All Filings in FMS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,395 | 12,711 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $350,266 | 15,526 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $411,276 | 17,266 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $503,613 | 19,127 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $604,426 | 21,156 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $356,094 | 14,301 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $328,846 | 14,525 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $308,189 | 14,469 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $278,351 | 14,581 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $269,090 | 13,957 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $295,202 | 14,172 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $207,861 | 9,650 | Shares | Sole | 2023-11-15 | |
| 2022-06-30 | $432,110 | 17,326 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $590,275 | 17,526 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $400,264 | 12,331 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $444,084 | 12,699 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $510,812 | 12,288 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $409,146 | 11,094 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $380,731 | 9,161 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $301,825 | 9,202 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||