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Autumn Glory Partners’s Fresenius Medical Care FMS Stock Holding History

Autumn Glory 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 		– Sell
-2,000
Closed -$494K – 219
2026
Q1 		$494K Hold
2,000
– – 0.18% 124
2025
Q4 		$415K Sell
2,000
-7,198
-78% -$179K 0.15% 140
2025
Q3 		$242K Sell
9,198
-2,000
-18% -$51.4K 0.1% 170
2025
Q2 		$591K Buy
11,198
+2,000
+22% +$53.7K 0.28% 99
2025
Q1 		$229K Hold
9,198
– – 0.11% 161
2024
Q4 		$208K Buy
+9,198
New +$200K 0.1% 166

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
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

Autumn Glory Partners's FMS Position: Q2 2026 in Review

Autumn Glory Partners sold out of Fresenius Medical Care (FMS) in Q2 2026, closing a stake of 2,000 shares — an estimated $494K sold.

Autumn Glory Partners first reported a position in FMS in Q4 2024 and held it in 6 quarters. The position peaked at $591K in Q2 2025. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Autumn Glory Partners reported no remaining Fresenius Medical Care position as of Q2 2026 after selling out during the quarter.
  • Autumn Glory Partners sold 2,000 Fresenius Medical Care shares in Q2 2026, an estimated $494K.
  • Autumn Glory Partners first reported a position in Fresenius Medical Care in Q4 2024 and held it in 6 quarters.
  • Autumn Glory Partners's Fresenius Medical Care position peaked at $591K in Q2 2025.
  • 235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.