AlphaCore Capital’s Fresenius Medical Care FMS Stock Holding History

AlphaCore Capital’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 Q1	–	Sell	-11,116	Closed	-$265K	–	1333
2025 Q4	$265K	Sell	11,116 -2,796	-20%	-$69.5K	0.01%	859
2025 Q3	$366K	Buy	13,912 +11,368	+447%	+$292K	0.01%	536
2025 Q2	$72.7K	Buy	+2,544	New	+$68.3K	﹤0.01%	768

Other funds holding FMS

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return

AlphaCore Capital's FMS Position: Q1 2026 in Review

AlphaCore Capital sold out of Fresenius Medical Care (FMS) in Q1 2026, closing a stake of 11,116 shares — an estimated $265K sold.

AlphaCore Capital first reported a position in FMS in Q2 2025 and held it in 3 quarters. The position peaked at $366K in Q3 2025. 220 funds tracked by Wall St. Rank hold FMS as of Q1 2026.

AlphaCore Capital reported no remaining Fresenius Medical Care position as of Q1 2026 after selling out during the quarter.
AlphaCore Capital sold 11,116 Fresenius Medical Care shares in Q1 2026, an estimated $265K.
AlphaCore Capital first reported a position in Fresenius Medical Care in Q2 2025 and held it in 3 quarters.
AlphaCore Capital's Fresenius Medical Care position peaked at $366K in Q3 2025.
220 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.