MORGAN STANLEY

Position in FMS — Fresenius Medical Care AG

CIK 895421 NEW YORK, NY

Position in FMS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$98,302,580

+$42,245,270 QoQ

Shares Held

4,347,748

+75.0% QoQ

Ownership

0.817%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 232 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Healthcare · as of Jun 30, 2026

MORGAN STANLEY holds $2,977,336,818 across 48 Medical Care Facilities names. FMS ranks #9 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	2,586,771	$1,008,556,137
2	DVA	Davita Inc.	1,601,710	$356,348,435
3	AGL	agilon health, inc.	2,011,196	$215,559,982
4	THC	Tenet Healthcare Corp	831,612	$155,577,966
5	ACHC	Acadia Healthcare Company, Inc.	4,534,269	$133,896,959
6	EHC	Encompass Health Corp	1,146,873	$115,925,917
7	UHS	Universal Health Services Inc	749,754	$111,480,915
8	CHE	Chemed Corp	232,302	$108,192,327

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$98,302,580	4,347,748	+75.0%	Shares	Defined	2026-08-13
2026-03-31	$56,057,310	2,484,810	+4.9%	Shares	Defined	2026-05-15
2025-06-30	$67,684,870	2,369,089	+125.5%	Shares	Defined	2025-08-15
2025-03-31	$26,162,029	1,050,684	+1.5%	Shares	Defined	2025-05-15
2024-12-31	$23,431,469	1,034,959	+0.3%	Shares	Defined	2025-05-15
2024-09-30	$21,979,511	1,031,902	+5.4%	Shares	Defined	2025-05-14
2024-06-30	$18,681,090	978,580	-1.7%	Shares	Defined	2025-05-14
2024-03-31	$19,197,210	995,706	+4.6%	Shares	Defined	2024-10-17
2023-12-31	$19,819,721	951,499	-8.6%	Shares	Defined	2024-08-16
2023-09-30	$22,432,765	1,041,447	+3.7%	Shares	Defined	2023-11-15
2023-06-30	$24,040,722	1,004,627	-4.2%	Shares	Defined	2023-08-14
2023-03-31	$22,287,940	1,048,351	+9.5%	Shares	Defined	2023-05-15
2022-12-31	$15,647,686	957,631	-9.2%	Shares	Defined	2023-02-14
2022-09-30	$14,799,801	1,054,117	+137.6%	Shares	Defined	2022-11-14
2022-06-30	$11,062,559	443,567	+133.5%	Shares	Defined	2022-10-27
2022-03-31	$6,398,356	189,975	-43.0%	Shares	Defined	2022-10-27
2021-12-31	$10,815,639	333,199	-34.3%	Shares	Defined	2022-02-14
2021-09-30	$17,747,833	507,516	-22.0%	Shares	Defined	2021-11-15
2021-06-30	$27,039,663	650,461	-18.7%	Shares	Defined	2021-08-23
2021-03-31	$29,515,948	800,324	-45.3%	Shares	Defined	2021-05-17
2020-12-31	$60,751,991	1,461,790	-9.6%	Shares	Defined	2021-02-16
2020-09-30	$68,694,195	1,617,095	-3.0%	Shares	Defined	2020-11-13
2020-06-30	$72,165,547	1,667,411	+18.0%	Shares	Defined	2020-08-14
2020-03-31	$46,367,326	1,413,638	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.