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Bruce G. Allen Investments’s Fresenius Medical Care FMS Stock Holding History

Bruce G. Allen 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 		$4.36K Sell
193
-1,336
-87% -$30K ﹤0.01% 590
2026
Q1 		$34.5K Sell
1,529
-22
-1% -$505 0.02% 330
2025
Q4 		$36.9K Sell
1,551
-47
-3% -$1.17K 0.03% 312
2025
Q3 		$42.1K Buy
1,598
+15
+0.9% +$386 0.03% 292
2025
Q2 		$45.2K Buy
1,583
+32
+2% +$859 0.03% 268
2025
Q1 		$38.6K Sell
1,551
-16
-1% -$381 0.03% 294
2024
Q4 		$35.5K Buy
1,567
+125
+9% +$2.71K 0.03% 307
2024
Q3 		$30.7K Hold
1,442
– – 0.02% 333
2024
Q2 		$27.5K Sell
1,442
-12
-0.8% -$245 0.02% 337
2024
Q1 		$28K Sell
1,454
-14
-1% -$277 0.02% 338
2023
Q4 		$30.6K Buy
+1,468
New +$28.2K 0.03% 315

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

Bruce G. Allen Investments's FMS Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Fresenius Medical Care (FMS) stake by 87% in Q2 2026, selling an estimated $30K and leaving 193 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Bruce G. Allen Investments first reported a position in FMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.2K in Q2 2025. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Bruce G. Allen Investments held 193 shares of Fresenius Medical Care worth $4.36K as of Q2 2026.
  • Bruce G. Allen Investments sold 1,336 Fresenius Medical Care shares in Q2 2026, an estimated $30K.
  • Fresenius Medical Care made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #590 holding.
  • Bruce G. Allen Investments first reported a position in Fresenius Medical Care in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Fresenius Medical Care position peaked at $45.2K in Q2 2025.
  • 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.