Brown, Lisle/Cummings
FMS icon

Brown, Lisle/Cummings’s Fresenius Medical Care FMS Stock Holding History

Brown, Lisle/Cummings’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
Q3 		$9.38K Hold
419
– – ﹤0.01% 614
2026
Q2 		$9.47K Hold
419
– – ﹤0.01% 612
2026
Q1 		$9.45K Hold
419
– – ﹤0.01% 587
2025
Q4 		$10K Hold
419
– – ﹤0.01% 501
2025
Q3 		$11K Hold
419
– – ﹤0.01% 492
2025
Q2 		$12K Hold
419
– – ﹤0.01% 482
2025
Q1 		$10.4K Hold
419
– – ﹤0.01% 491
2024
Q4 		$9.49K Buy
+419
New +$9.1K ﹤0.01% 487

Other funds holding FMS

Pzena Investment Management
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Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
NIA Impact Advisors
NIA Impact Advisors Berkeley, California $232M AUM 31.81% 1-Year Est. Return

Brown, Lisle/Cummings's FMS Position: Q3 2026 in Review

Brown, Lisle/Cummings held its Fresenius Medical Care (FMS) position steady in Q3 2026 at 419 shares worth $9.38K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Brown, Lisle/Cummings first reported a position in FMS in Q4 2024 and has held it in 8 quarters since. The position peaked at $12K in Q2 2025. 136 funds tracked by Wall St. Rank hold FMS as of Q3 2026.

  • Brown, Lisle/Cummings held 419 shares of Fresenius Medical Care worth $9.38K as of Q3 2026.
  • Brown, Lisle/Cummings left its Fresenius Medical Care share count unchanged in Q3 2026.
  • Fresenius Medical Care made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q3 2026, its #614 holding.
  • Brown, Lisle/Cummings first reported a position in Fresenius Medical Care in Q4 2024 and has held it in 8 quarters since.
  • Brown, Lisle/Cummings's Fresenius Medical Care position peaked at $12K in Q2 2025.
  • 136 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2026, filed 16 Oct 2026.