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Blue Trust Inc’s Fresenius Medical Care FMS Stock Holding History

Blue Trust Inc’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 		$87.8K Buy
3,884
+330
+9% +$7.41K ﹤0.01% 1101
2026
Q1 		$80.2K Sell
3,554
-1,422
-29% -$32.7K ﹤0.01% 1123
2025
Q4 		$119K Sell
4,976
-644
-11% -$16K ﹤0.01% 973
2025
Q3 		$148K Sell
5,620
-565
-9% -$14.5K ﹤0.01% 919
2025
Q2 		$177K Buy
6,185
+2,216
+56% +$59.5K ﹤0.01% 813
2025
Q1 		$98.8K Sell
3,969
-1,765
-31% -$42K ﹤0.01% 997
2024
Q4 		$130K Sell
5,734
-7,129
-55% -$155K ﹤0.01% 823
2024
Q3 		$246K Buy
12,863
+11,755
+1,061% +$231K ﹤0.01% 762
2024
Q2 		$21.4K Buy
1,108
+383
+53% +$7.81K ﹤0.01% 1630
2024
Q1 		$14K Buy
725
+24
+3% +$476 ﹤0.01% 1351
2023
Q4 		$15K Sell
701
-1,217
-63% -$23.4K ﹤0.01% 1419
2023
Q3 		$46K Buy
1,918
+99
+5% +$2.4K ﹤0.01% 872
2023
Q2 		$39K Sell
1,819
-601
-25% -$13.8K ﹤0.01% 781
2023
Q1 		$40K Sell
2,420
-946
-28% -$18.1K ﹤0.01% 1114
2022
Q4 		$48K Buy
3,366
+3,098
+1,156% +$45.9K ﹤0.01% 931
2022
Q3 		$7K Buy
268
+74
+38% +$1.4K ﹤0.01% 1465
2022
Q2 		$6K Buy
+194
New +$5.8K ﹤0.01% 1375

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

Blue Trust Inc's FMS Position: Q2 2026 in Review

Blue Trust Inc increased its Fresenius Medical Care (FMS) stake by 9.3% in Q2 2026, buying an estimated $7.41K and bringing the position to 3,884 shares worth $87.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Blue Trust Inc first reported a position in FMS in Q2 2022 and has held it in 17 quarters since. The position peaked at $246K in Q3 2024. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Blue Trust Inc held 3,884 shares of Fresenius Medical Care worth $87.8K as of Q2 2026.
  • Blue Trust Inc bought 330 Fresenius Medical Care shares in Q2 2026, an estimated $7.41K.
  • Fresenius Medical Care made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1101 holding.
  • Blue Trust Inc first reported a position in Fresenius Medical Care in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Fresenius Medical Care position peaked at $246K in Q3 2024.
  • 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.