Position in MD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,709,470
+$560,592 QoQ
Shares Held
67,488
+25.7% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#101
of 301 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MD Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Creative Planning holds $113,442,955 across 35 Medical Care Facilities names. MD ranks #15 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
78,107 | $30,453,137 | |
| 2 | CHE |
Chemed Corp
|
25,772 | $12,003,050 | |
| 3 | ENSG |
Ensign Group, Inc
|
54,157 | $8,681,366 | |
| 4 | UHS |
Universal Health Services Inc
|
52,582 | $7,818,416 | |
| 5 | EHC |
Encompass Health Corp
|
75,142 | $7,595,352 | |
| 6 | FMS |
Fresenius Medical Care AG
|
297,333 | $6,722,698 | |
| 7 | DVA |
Davita Inc.
|
23,146 | $5,149,521 | |
| 8 | NHC |
National Healthcare Corp
|
19,715 | $4,166,962 |
All Filings in MD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,709,470 | 67,488 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,148,878 | 53,711 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $858,209 | 40,122 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $577,707 | 34,490 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $457,190 | 31,860 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $436,453 | 30,121 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $405,775 | 30,928 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $355,371 | 30,662 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $156,066 | 20,671 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $367,919 | 36,682 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $155,597 | 16,731 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||