Broyhill Asset Management’s Fresenius Medical Care FMS Stock Holding History

Broyhill Asset Management’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	–	Sell	-77,537	Closed	-$1.85M	–	80
2025 Q4	$1.85M	Buy	77,537 +100	+0.1%	+$2.49K	1.63%	21
2025 Q3	$2.04M	Buy	77,437 +16,485	+27%	+$424K	1.79%	20
2025 Q2	$1.74M	Sell	60,952 -86,586	-59%	-$2.32M	1.58%	24
2025 Q1	$3.67M	Sell	147,538 -3,148	-2%	-$75K	2.99%	11
2024 Q4	$3.41M	Buy	+150,686	New	+$3.27M	3.01%	9

Other funds holding FMS

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return

Broyhill Asset Management's FMS Position: Q1 2026 in Review

Broyhill Asset Management sold out of Fresenius Medical Care (FMS) in Q1 2026, closing a stake of 77,537 shares — an estimated $1.85M sold.

Broyhill Asset Management first reported a position in FMS in Q4 2024 and held it in 5 quarters. The position peaked at $3.67M in Q1 2025. 218 funds tracked by Wall St. Rank hold FMS as of Q1 2026.

Broyhill Asset Management reported no remaining Fresenius Medical Care position as of Q1 2026 after selling out during the quarter.
Broyhill Asset Management sold 77,537 Fresenius Medical Care shares in Q1 2026, an estimated $1.85M.
Broyhill Asset Management first reported a position in Fresenius Medical Care in Q4 2024 and held it in 5 quarters.
Broyhill Asset Management's Fresenius Medical Care position peaked at $3.67M in Q1 2025.
218 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2026.

Based on Broyhill Asset Management's 13F filing for Q1 2026, filed 6 May 2026.