Brooklyn Investment Group’s Fresenius Medical Care FMS Stock Holding History

Brooklyn Investment Group’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 Q1	$334K	Buy	14,793 +5,933	+67%	+$136K	0.01%	1336
2025 Q4	$212K	Buy	+8,860	New	+$220K	0.01%	1324
2025 Q3	–	Sell	-4,072	Closed	-$116K	–	1393
2025 Q2	$116K	Buy	4,072 +2,787	+217%	+$74.8K	0.02%	867
2025 Q1	$32K	Buy	1,285 +1,040	+424%	+$24.8K	0.01%	965
2024 Q4	$5.55K	Buy	+245	New	+$5.32K	﹤0.01%	1173

Other funds holding FMS

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return

Brooklyn Investment Group's FMS Position: Q1 2026 in Review

Brooklyn Investment Group increased its Fresenius Medical Care (FMS) stake by 67% in Q1 2026, buying an estimated $136K and bringing the position to 14,793 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #1336.

Brooklyn Investment Group first reported a position in FMS in Q4 2024 and has held it in 5 quarters since. 220 funds tracked by Wall St. Rank hold FMS as of Q1 2026.

Brooklyn Investment Group held 14,793 shares of Fresenius Medical Care worth $334K as of Q1 2026.
Brooklyn Investment Group bought 5,933 Fresenius Medical Care shares in Q1 2026, an estimated $136K.
Fresenius Medical Care made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1336 holding.
Brooklyn Investment Group first reported a position in Fresenius Medical Care in Q4 2024 and has held it in 5 quarters since.
220 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.