Arax Advisory Partners’s Fresenius Medical Care FMS Stock Holding History

Arax Advisory Partners’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	$39.8K	Buy	1,760 +894	+103%	+$20.1K	﹤0.01%	3463
2026 Q1	$19.5K	Sell	866 -747	-46%	-$17.2K	﹤0.01%	2115
2025 Q4	$38.4K	Buy	1,613 +885	+122%	+$22K	﹤0.01%	1754
2025 Q3	$19.2K	Buy	+728	New	+$18.7K	﹤0.01%	2278
2022 Q3	–	Sell	-1,550	Closed	-$39K	–	1227
2022 Q2	$39K	Buy	1,550 +5	+0.3%	+$149	0.01%	460
2022 Q1	$52K	Buy	1,545 +409	+36%	+$13.5K	0.01%	446
2021 Q4	$37K	Sell	1,136 -158	-12%	-$5.2K	﹤0.01%	492
2021 Q3	$45K	Hold	1,294	–	–	0.01%	464
2021 Q2	$54K	Buy	+1,294	New	+$51.7K	0.01%	452
2018 Q4	–	Sell	-18	Closed	-$1K	–	568
2018 Q3	$1K	Sell	18 -16	-47%	-$801	﹤0.01%	599
2018 Q2	$1K	Hold	34	–	–	﹤0.01%	466
2018 Q1	$1K	Buy	+34	New	+$1.81K	﹤0.01%	450
2017 Q4	–	Sell	-671	Closed	-$32K	–	464
2017 Q3	$32K	Hold	671	–	–	0.02%	250
2017 Q2	$32K	Buy	671 +34	+5%	+$1.57K	0.02%	269
2017 Q1	$26K	Buy	637 +75	+13%	+$3.1K	0.01%	263
2016 Q4	$24K	Buy	+562	New	+$22.9K	0.01%	249

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

Arax Advisory Partners's FMS Position: Q2 2026 in Review

Arax Advisory Partners increased its Fresenius Medical Care (FMS) stake by 103% in Q2 2026, buying an estimated $20.1K and bringing the position to 1,760 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3463.

Arax Advisory Partners first reported a position in FMS in Q4 2016 and has held it in 16 quarters since. The position peaked at $54K in Q2 2021. 233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Arax Advisory Partners held 1,760 shares of Fresenius Medical Care worth $39.8K as of Q2 2026.
Arax Advisory Partners bought 894 Fresenius Medical Care shares in Q2 2026, an estimated $20.1K.
Fresenius Medical Care made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3463 holding.
Arax Advisory Partners first reported a position in Fresenius Medical Care in Q4 2016 and has held it in 16 quarters since.
Arax Advisory Partners's Fresenius Medical Care position peaked at $54K in Q2 2021.
233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.