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

Bell 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	$1.9K	Buy	+84	New	+$1.89K	﹤0.01%	1351
2026 Q1	–	Sell	-44	Closed	-$1.05K	–	1891
2025 Q4	$1.05K	Hold	44	–	–	﹤0.01%	1531
2025 Q3	$1.16K	Buy	44 +14	+47%	+$360	﹤0.01%	1522
2025 Q2	$858	Hold	30	–	–	﹤0.01%	1636
2025 Q1	$747	Hold	30	–	–	﹤0.01%	1647
2024 Q4	$680	Hold	30	–	–	﹤0.01%	1690
2024 Q3	$639	Hold	30	–	–	﹤0.01%	1717
2024 Q2	$573	Hold	30	–	–	﹤0.01%	1760
2024 Q1	$579	Hold	30	–	–	﹤0.01%	1771
2023 Q4	$625	Buy	30 +4	+15%	+$77	﹤0.01%	1744
2023 Q3	$561	Hold	26	–	–	﹤0.01%	1746
2023 Q2	$623	Hold	26	–	–	﹤0.01%	1737
2023 Q1	$553	Buy	+26	New	+$498	﹤0.01%	1775
2022 Q4	–	Sell	-29	Closed	–	–	1970
2022 Q3	$0	Buy	+29	New	+$548	﹤0.01%	1804
2021 Q4	–	Sell	-12	Closed	–	–	1839
2021 Q3	$0	Buy	+12	New	+$469	﹤0.01%	1756

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

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

Bell Investment Advisors opened a new position in Fresenius Medical Care (FMS) in Q2 2026: 84 shares worth $1.9K. The stake represents ﹤0.01% of the portfolio and ranks #1351 among its holdings. This is a return to the name: Bell Investment Advisors previously reported a position in FMS as recently as Q4 2025.

Bell Investment Advisors first reported a position in FMS in Q3 2021 and has held it in 15 quarters since. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Bell Investment Advisors held 84 shares of Fresenius Medical Care worth $1.9K as of Q2 2026.
Fresenius Medical Care was a new Bell Investment Advisors position in Q2 2026.
Fresenius Medical Care made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1351 holding.
Bell Investment Advisors first reported a position in Fresenius Medical Care in Q3 2021 and has held it in 15 quarters since.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.