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Allworth Financial’s Fresenius Medical Care FMS Stock Holding History

Allworth Financial’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 		$80.3K Buy
3,552
+850
+31% +$19.1K ﹤0.01% 2099
2026
Q1 		$61K Buy
2,702
+1,339
+98% +$30.8K ﹤0.01% 2175
2025
Q4 		$32.5K Sell
1,363
-105
-7% -$2.61K ﹤0.01% 2496
2025
Q3 		$38.7K Sell
1,468
-30
-2% -$771 ﹤0.01% 2283
2025
Q2 		$42.8K Buy
1,498
+66
+5% +$1.77K ﹤0.01% 2042
2025
Q1 		$34.6K Sell
1,432
-304
-18% -$7.24K ﹤0.01% 1739
2024
Q4 		$40.2K Buy
1,736
+61
+4% +$1.32K ﹤0.01% 1689
2024
Q3 		$35.7K Buy
1,675
+581
+53% +$11.4K ﹤0.01% 1558
2024
Q2 		$21.5K Buy
1,094
+5
+0.5% +$102 ﹤0.01% 1836
2024
Q1 		$21K Buy
1,089
+881
+424% +$17.5K ﹤0.01% 1747
2023
Q4 		$4.33K Sell
208
-33
-14% -$634 ﹤0.01% 2328
2023
Q3 		$5.19K Buy
241
+13
+6% +$316 ﹤0.01% 2087
2023
Q2 		$5.46K Hold
228
– – ﹤0.01% 2059
2023
Q1 		$4.85K Buy
228
+26
+13% +$498 ﹤0.01% 2044
2022
Q4 		$3.3K Buy
202
+160
+381% +$2.37K ﹤0.01% 2057
2022
Q3 		$1K Buy
42
+18
+75% +$340 ﹤0.01% 2373
2022
Q2 		$1K Buy
+24
New +$717 ﹤0.01% 2144
2020
Q1 		– Sell
-35
Closed -$1K – 1265
2019
Q4 		$1K Buy
+35
New +$1.24K ﹤0.01% 976
2018
Q3 		– Sell
-38
Closed -$2K – 922
2018
Q2 		$2K Buy
+38
New +$1.93K ﹤0.01% 791

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

Allworth Financial's FMS Position: Q2 2026 in Review

Allworth Financial increased its Fresenius Medical Care (FMS) stake by 31% in Q2 2026, buying an estimated $19.1K and bringing the position to 3,552 shares worth $80.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

Allworth Financial first reported a position in FMS in Q2 2018 and has held it in 19 quarters since. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Allworth Financial held 3,552 shares of Fresenius Medical Care worth $80.3K as of Q2 2026.
  • Allworth Financial bought 850 Fresenius Medical Care shares in Q2 2026, an estimated $19.1K.
  • Fresenius Medical Care made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2099 holding.
  • Allworth Financial first reported a position in Fresenius Medical Care in Q2 2018 and has held it in 19 quarters since.
  • 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.