Arbor Investment Advisors’s Fresenius Medical Care FMS Stock Holding History

Arbor Investment 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	$201K	Buy	+8,874	New	+$199K	0.02%	145
2026 Q1	–	Sell	-8,850	Closed	-$211K	–	119
2025 Q4	$211K	Hold	8,850	–	–	0.03%	107
2025 Q3	$233K	Hold	8,850	–	–	0.03%	113
2025 Q2	$253K	Hold	8,850	–	–	0.03%	98
2025 Q1	$220K	Hold	8,850	–	–	0.03%	105
2024 Q4	$200K	Buy	+8,850	New	+$192K	0.03%	106
2023 Q3	–	Sell	-8,850	Closed	-$212K	–	104
2023 Q2	$212K	Buy	+8,850	New	+$203K	0.04%	102

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

Arbor Investment Advisors's FMS Position: Q2 2026 in Review

Arbor Investment Advisors opened a new position in Fresenius Medical Care (FMS) in Q2 2026: 8,874 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #145 among its holdings. This is a return to the name: Arbor Investment Advisors previously reported a position in FMS as recently as Q4 2025.

Arbor Investment Advisors first reported a position in FMS in Q2 2023 and has held it in 7 quarters since. The position peaked at $253K in Q2 2025. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Arbor Investment Advisors held 8,874 shares of Fresenius Medical Care worth $201K as of Q2 2026.
Fresenius Medical Care was a new Arbor Investment Advisors position in Q2 2026.
Fresenius Medical Care made up 0.02% of Arbor Investment Advisors's portfolio in Q2 2026, its #145 holding.
Arbor Investment Advisors first reported a position in Fresenius Medical Care in Q2 2023 and has held it in 7 quarters since.
Arbor Investment Advisors's Fresenius Medical Care position peaked at $253K in Q2 2025.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.