Advisors Asset Management’s Fresenius Medical Care FMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.49M	Buy	66,024 +11,945	+22%	+$274K	0.02%	684
2025 Q4	$1.29M	Buy	54,079 +20,838	+63%	+$518K	0.02%	723
2025 Q3	$875K	Buy	33,241 +14,713	+79%	+$378K	0.01%	828
2025 Q2	$529K	Buy	18,528 +10,711	+137%	+$287K	0.01%	941
2025 Q1	$195K	Buy	7,817 +5,540	+243%	+$132K	﹤0.01%	1111
2024 Q4	$51.6K	Buy	+2,277	New	+$49.4K	﹤0.01%	1315
2024 Q1	–	Sell	-11,120	Closed	-$232K	–	1412
2023 Q4	$232K	Sell	11,120 -633	-5%	-$12.2K	﹤0.01%	1087
2023 Q3	$253K	Sell	11,753 -96	-0.8%	-$2.33K	0.01%	1060
2023 Q2	$284K	Sell	11,849 -120	-1%	-$2.75K	0.01%	1055
2023 Q1	$254K	Buy	11,969 +3,220	+37%	+$61.6K	0.01%	1070
2022 Q4	$143K	Buy	8,749 +7,365	+532%	+$109K	﹤0.01%	1180
2022 Q3	$19K	Sell	1,384 -1,034	-43%	-$19.5K	﹤0.01%	1430
2022 Q2	$60K	Sell	2,418 -1,748	-42%	-$52.2K	﹤0.01%	1348
2022 Q1	$140K	Sell	4,166 -976	-19%	-$32.1K	﹤0.01%	1304
2021 Q4	$167K	Buy	5,142 +247	+5%	+$8.13K	﹤0.01%	1278
2021 Q3	$171K	Buy	4,895 +96	+2%	+$3.75K	﹤0.01%	1235
2021 Q2	$199K	Buy	4,799 +1,698	+55%	+$67.9K	﹤0.01%	1201
2021 Q1	$114K	Buy	3,101 +1,341	+76%	+$50.7K	﹤0.01%	1315
2020 Q4	$73K	Buy	1,760 +1,238	+237%	+$51.6K	﹤0.01%	1403
2020 Q3	$22K	Buy	+522	New	+$22.5K	﹤0.01%	1454