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Brinker Capital Investments’s Fresenius Medical Care FMS Stock Holding History

Brinker Capital Investments’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 		$634K Buy
28,057
+5,521
+24% +$124K ﹤0.01% 1378
2026
Q1 		$508K Buy
+22,536
New +$518K ﹤0.01% 1447
2025
Q4 		– Sell
-8,560
Closed -$225K – 2124
2025
Q3 		$225K Buy
+8,560
New +$220K ﹤0.01% 1913

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

Brinker Capital Investments's FMS Position: Q2 2026 in Review

Brinker Capital Investments increased its Fresenius Medical Care (FMS) stake by 24% in Q2 2026, buying an estimated $124K and bringing the position to 28,057 shares worth $634K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Brinker Capital Investments first reported a position in FMS in Q3 2025 and has held it in 3 quarters since. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Brinker Capital Investments held 28,057 shares of Fresenius Medical Care worth $634K as of Q2 2026.
  • Brinker Capital Investments bought 5,521 Fresenius Medical Care shares in Q2 2026, an estimated $124K.
  • Fresenius Medical Care made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1378 holding.
  • Brinker Capital Investments first reported a position in Fresenius Medical Care in Q3 2025 and has held it in 3 quarters since.
  • 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.