Position in FMS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$286,400
+$39,956 QoQ
Shares Held
12,667
+16.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#114
of 232 holders
Holding Since
Mar 2021
5 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in FMS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $78,841,487 across 15 Medical Care Facilities names. FMS ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
154,593 | $60,274,264 | |
| 2 | NUTX |
Nutex Health Inc.
|
26,814 | $4,582,243 | |
| 3 | GRDN |
Guardian Pharmacy Services, Inc.
|
98,895 | $4,140,733 | |
| 4 | THC |
Tenet Healthcare Corp
|
13,388 | $2,504,626 | |
| 5 | DVA |
Davita Inc.
|
10,556 | $2,348,498 | |
| 6 | EHC |
Encompass Health Corp
|
13,211 | $1,335,367 | |
| 7 | USPH |
U S Physical Therapy Inc /Nv
|
10,457 | $718,185 | |
| 8 | MD |
Pediatrix Medical Group, Inc.
|
22,657 | $573,901 |
All Filings in FMS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,400 | 12,667 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $246,444 | 10,924 | Shares | Defined | 2026-04-27 | |
| 2025-06-30 | $214,302 | 7,501 | Shares | Defined | 2025-07-18 | |
| 2021-06-30 | $234,121 | 5,632 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $201,106 | 5,453 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||