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

Advisors Asset Management’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 		$1.38M Sell
60,931
-5,093
-8% -$114K 0.02% 730
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% 1109
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% 1088
2023
Q3 		$253K Sell
11,753
-96
-0.8% -$2.33K 0.01% 1061
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% 1071
2022
Q4 		$143K Buy
8,749
+7,365
+532% +$109K ﹤0.01% 1181
2022
Q3 		$19K Sell
1,384
-1,034
-43% -$19.5K ﹤0.01% 1431
2022
Q2 		$60K Sell
2,418
-1,748
-42% -$52.2K ﹤0.01% 1350
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% 1280
2021
Q3 		$171K Buy
4,895
+96
+2% +$3.75K ﹤0.01% 1236
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% 1316
2020
Q4 		$73K Buy
1,760
+1,238
+237% +$51.6K ﹤0.01% 1404
2020
Q3 		$22.2K Buy
+522
New +$22.5K ﹤0.01% 1456

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

Advisors Asset Management's FMS Position: Q2 2026 in Review

Advisors Asset Management reduced its Fresenius Medical Care (FMS) stake by 7.7% in Q2 2026, selling an estimated $114K and leaving 60,931 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #730.

Advisors Asset Management first reported a position in FMS in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.49M in Q1 2026. 233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Advisors Asset Management held 60,931 shares of Fresenius Medical Care worth $1.38M as of Q2 2026.
  • Advisors Asset Management sold 5,093 Fresenius Medical Care shares in Q2 2026, an estimated $114K.
  • Fresenius Medical Care made up 0.02% of Advisors Asset Management's portfolio in Q2 2026, its #730 holding.
  • Advisors Asset Management first reported a position in Fresenius Medical Care in Q3 2020 and has held it in 21 quarters since.
  • Advisors Asset Management's Fresenius Medical Care position peaked at $1.49M in Q1 2026.
  • 233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.