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Aaron Wealth Advisors’s Fresenius Medical Care FMS Stock Holding History

Aaron Wealth Advisors’s Portfolio FMS Stock Details FMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$409K Buy
18,099
+1,683
+10% +$37.8K 0.02% 487
2026
Q1 		$370K Buy
+16,416
New +$377K 0.02% 481

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Aaron Wealth Advisors's FMS Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Fresenius Medical Care (FMS) stake by 10% in Q2 2026, buying an estimated $37.8K and bringing the position to 18,099 shares worth $409K. The position accounts for 0.02% of the portfolio, ranked #487.

Aaron Wealth Advisors first reported a position in FMS in Q1 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Aaron Wealth Advisors held 18,099 shares of Fresenius Medical Care worth $409K as of Q2 2026.
  • Aaron Wealth Advisors bought 1,683 Fresenius Medical Care shares in Q2 2026, an estimated $37.8K.
  • Fresenius Medical Care made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #487 holding.
  • Aaron Wealth Advisors first reported a position in Fresenius Medical Care in Q1 2026 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.