Ancora Advisors’s Fresenius Medical Care FMS Stock Holding History

Ancora 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	–	Sell	-531	Closed	-$12K	–	2135
2026 Q1	$12K	Buy	531 +515	+3,219%	+$11.8K	﹤0.01%	1728
2025 Q4	$381	Buy	+16	New	+$398	﹤0.01%	2332
2023 Q3	–	Sell	-600	Closed	-$14.4K	–	1793
2023 Q2	$14.4K	Hold	600	–	–	﹤0.01%	1204
2023 Q1	$12.8K	Hold	600	–	–	﹤0.01%	1225
2022 Q4	$10K	Hold	600	–	–	﹤0.01%	1330
2022 Q3	$8K	Hold	600	–	–	﹤0.01%	1533
2022 Q2	$15K	Sell	600 -209	-26%	-$6.25K	﹤0.01%	1503
2022 Q1	$27K	Hold	809	–	–	﹤0.01%	1462
2021 Q4	$26K	Hold	809	–	–	﹤0.01%	1494
2021 Q3	$28K	Buy	809 +209	+35%	+$8.16K	﹤0.01%	1377
2021 Q2	$25K	Hold	600	–	–	﹤0.01%	1288
2021 Q1	$22K	Hold	600	–	–	﹤0.01%	1276
2020 Q4	$25K	Hold	600	–	–	﹤0.01%	1027
2020 Q3	$25K	Hold	600	–	–	﹤0.01%	983
2020 Q2	$26K	Hold	600	–	–	﹤0.01%	941
2020 Q1	$20K	Hold	600	–	–	﹤0.01%	1048
2019 Q4	$22K	Buy	+600	New	+$21.3K	﹤0.01%	1048
2018 Q4	–	Sell	-600	Closed	-$31K	–	813
2018 Q3	$31K	Buy	+600	New	+$30K	﹤0.01%	989
2017 Q1	–	Sell	-1,800	Closed	-$76K	–	772
2016 Q4	$76K	Buy	+1,800	New	+$73.4K	0.01%	708

Other funds holding FMS

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

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

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

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

Ancora Advisors's FMS Position: Q2 2026 in Review

Ancora Advisors sold out of Fresenius Medical Care (FMS) in Q2 2026, closing a stake of 531 shares — an estimated $12K sold.

Ancora Advisors first reported a position in FMS in Q4 2016 and held it in 19 quarters. The position peaked at $76K in Q4 2016. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Ancora Advisors reported no remaining Fresenius Medical Care position as of Q2 2026 after selling out during the quarter.
Ancora Advisors sold 531 Fresenius Medical Care shares in Q2 2026, an estimated $12K.
Ancora Advisors first reported a position in Fresenius Medical Care in Q4 2016 and held it in 19 quarters.
Ancora Advisors's Fresenius Medical Care position peaked at $76K in Q4 2016.
235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

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