Bogart Wealth LLC’s Fresenius Medical Care FMS Stock Holding History

Bogart Wealth LLC’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	$181	Buy	8 +7	+700%	+$157	﹤0.01%	1902
2026 Q1	$23	Hold	1	–	–	﹤0.01%	1793
2025 Q4	$24	Hold	1	–	–	﹤0.01%	1574
2025 Q3	$26	Hold	1	–	–	﹤0.01%	1520
2025 Q2	$29	Hold	1	–	–	﹤0.01%	1439
2025 Q1	$25	Buy	+1	New	+$24	﹤0.01%	1396
2018 Q2	–	Sell	-26	Closed	-$1K	–	354
2018 Q1	$1K	Hold	26	–	–	﹤0.01%	322
2017 Q4	$1K	Hold	26	–	–	﹤0.01%	314
2017 Q3	$1K	Buy	+26	New	+$1.24K	﹤0.01%	307

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

Bogart Wealth LLC's FMS Position: Q2 2026 in Review

Bogart Wealth LLC increased its Fresenius Medical Care (FMS) stake by 700% in Q2 2026, buying an estimated $157 and bringing the position to 8 shares worth $181. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Bogart Wealth LLC first reported a position in FMS in Q3 2017 and has held it in 9 quarters since. The position peaked at $1K in Q1 2018. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Bogart Wealth LLC held 8 shares of Fresenius Medical Care worth $181 as of Q2 2026.
Bogart Wealth LLC bought 7 Fresenius Medical Care shares in Q2 2026, an estimated $157.
Fresenius Medical Care made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1902 holding.
Bogart Wealth LLC first reported a position in Fresenius Medical Care in Q3 2017 and has held it in 9 quarters since.
Bogart Wealth LLC's Fresenius Medical Care position peaked at $1K in Q1 2018.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.