Atwood & Palmer’s Fresenius Medical Care FMS Stock Holding History

Atwood & Palmer’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	-100	Closed	-$2.38K	–	539
2025 Q4	$2.38K	Hold	100	–	–	﹤0.01%	439
2025 Q3	$2.63K	Hold	100	–	–	﹤0.01%	436
2025 Q2	$2.86K	Hold	100	–	–	﹤0.01%	455
2025 Q1	$2.49K	Hold	100	–	–	﹤0.01%	389
2024 Q4	$2.26K	Hold	100	–	–	﹤0.01%	415
2024 Q3	$2.13K	Hold	100	–	–	﹤0.01%	408
2024 Q2	$1.91K	Hold	100	–	–	﹤0.01%	401
2024 Q1	$1.93K	Hold	100	–	–	﹤0.01%	370
2023 Q4	$2.08K	Hold	100	–	–	﹤0.01%	365
2023 Q3	$2.15K	Hold	100	–	–	﹤0.01%	365
2023 Q2	$2.39K	Hold	100	–	–	﹤0.01%	364
2023 Q1	$2.13K	Hold	100	–	–	﹤0.01%	344
2022 Q4	$1.63K	Sell	100 -1,044	-91%	-$15.5K	﹤0.01%	369
2022 Q3	$16K	Hold	1,144	–	–	﹤0.01%	281
2022 Q2	$29K	Hold	1,144	–	–	﹤0.01%	254
2022 Q1	$39K	Hold	1,144	–	–	﹤0.01%	250
2021 Q4	$37K	Hold	1,144	–	–	﹤0.01%	261
2021 Q3	$40K	Hold	1,144	–	–	﹤0.01%	237
2021 Q2	$48K	Hold	1,144	–	–	﹤0.01%	226
2021 Q1	$42K	Hold	1,144	–	–	﹤0.01%	229
2020 Q4	$48K	Hold	1,144	–	–	0.01%	212
2020 Q3	$49K	Hold	1,144	–	–	0.01%	196
2020 Q2	$50K	Sell	1,144 -100	-8%	-$3.95K	0.01%	186
2020 Q1	$41K	Hold	1,244	–	–	0.01%	194
2019 Q4	$46K	Sell	1,244 -550	-31%	-$19.5K	0.01%	188
2019 Q3	$60K	Hold	1,794	–	–	0.01%	183
2019 Q2	$70K	Hold	1,794	–	–	0.01%	166
2019 Q1	$73K	Hold	1,794	–	–	0.01%	164
2018 Q4	$58K	Hold	1,794	–	–	0.01%	168
2018 Q3	$92K	Sell	1,794 -210	-10%	-$10.5K	0.01%	160
2018 Q2	$101K	Sell	2,004 -200	-9%	-$10.1K	0.01%	153
2018 Q1	$113K	Buy	2,204 +1,160	+111%	+$61.9K	0.02%	147
2017 Q4	$55K	Buy	+1,044	New	+$51.9K	0.01%	179
2017 Q1	–	Sell	-70	Closed	-$3K	–	312
2016 Q4	$3K	Sell	70 -470	-87%	-$19.2K	﹤0.01%	304
2016 Q3	$24K	Hold	540	–	–	﹤0.01%	215
2016 Q2	$24K	Hold	540	–	–	﹤0.01%	215
2016 Q1	$24K	Hold	540	–	–	﹤0.01%	220
2015 Q4	$23K	Sell	540 -460	-46%	-$19.4K	﹤0.01%	261
2015 Q3	$39K	Hold	1,000	–	–	0.01%	208
2015 Q2	$42K	Buy	1,000 +70	+8%	+$2.99K	0.01%	195
2015 Q1	$39K	Hold	930	–	–	0.01%	198
2014 Q4	$35K	Hold	930	–	–	0.01%	216
2014 Q3	$32K	Sell	930 -570	-38%	-$19.7K	0.01%	224
2014 Q2	$50K	Buy	+1,500	New	+$50K	0.01%	187

Other funds holding FMS

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return

Atwood & Palmer's FMS Position: Q1 2026 in Review

Atwood & Palmer sold out of Fresenius Medical Care (FMS) in Q1 2026, closing a stake of 100 shares — an estimated $2.38K sold.

Atwood & Palmer first reported a position in FMS in Q2 2014 and held it in 44 quarters. The position peaked at $113K in Q1 2018. 218 funds tracked by Wall St. Rank hold FMS as of Q1 2026.

Atwood & Palmer reported no remaining Fresenius Medical Care position as of Q1 2026 after selling out during the quarter.
Atwood & Palmer sold 100 Fresenius Medical Care shares in Q1 2026, an estimated $2.38K.
Atwood & Palmer first reported a position in Fresenius Medical Care in Q2 2014 and held it in 44 quarters.
Atwood & Palmer's Fresenius Medical Care position peaked at $113K in Q1 2018.
218 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2026.

Based on Atwood & Palmer's 13F filing for Q1 2026, filed 15 Apr 2026.