Barometer Capital Management’s Fresenius Medical Care FMS Stock Holding History

Barometer Capital Management’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	$1.32M	Buy	58,200 +12,000	+26%	+$269K	0.37%	61
2026 Q1	$1.04M	Buy	46,200 +39,300	+570%	+$903K	0.36%	67
2025 Q4	$442K	Sell	6,900 -25,900	-79%	-$644K	0.11%	114
2025 Q3	$864K	Buy	32,800 +14,500	+79%	+$373K	0.2%	73
2025 Q2	$523K	Buy	+18,300	New	+$491K	0.14%	81
2025 Q1	–	Sell	-9,800	Closed	-$187K	–	153
2024 Q4	$187K	Buy	+9,800	New	+$213K	0.07%	108
2024 Q3	–	Sell	-9,800	Closed	-$187K	–	180
2024 Q2	$187K	Buy	+9,800	New	+$200K	0.07%	123

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

Barometer Capital Management's FMS Position: Q2 2026 in Review

Barometer Capital Management increased its Fresenius Medical Care (FMS) stake by 26% in Q2 2026, buying an estimated $269K and bringing the position to 58,200 shares worth $1.32M. The position accounts for 0.37% of the portfolio, ranked #61.

Barometer Capital Management first reported a position in FMS in Q2 2024 and has held it in 7 quarters since. 233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Barometer Capital Management held 58,200 shares of Fresenius Medical Care worth $1.32M as of Q2 2026.
Barometer Capital Management bought 12,000 Fresenius Medical Care shares in Q2 2026, an estimated $269K.
Fresenius Medical Care made up 0.37% of Barometer Capital Management's portfolio in Q2 2026, its #61 holding.
Barometer Capital Management first reported a position in Fresenius Medical Care in Q2 2024 and has held it in 7 quarters since.
233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Barometer Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.