Baron Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Baron Wealth 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	$336K	Buy	+14,860	New	+$334K	0.09%	182

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

Baron Wealth Management's FMS Position: Q2 2026 in Review

Baron Wealth Management opened a new position in Fresenius Medical Care (FMS) in Q2 2026: 14,860 shares worth $336K. The stake represents 0.09% of the portfolio and ranks #182 among its holdings.

233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Baron Wealth Management held 14,860 shares of Fresenius Medical Care worth $336K as of Q2 2026.
Fresenius Medical Care was a new Baron Wealth Management position in Q2 2026.
Fresenius Medical Care made up 0.09% of Baron Wealth Management's portfolio in Q2 2026, its #182 holding.
233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.