Burk Holdings’s Fresenius Medical Care FMS Stock Holding History

Burk Holdings’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	$452	Hold	20	–	–	﹤0.01%	629
2026 Q1	$451	Buy	+20	New	+$459	﹤0.01%	657

Other funds holding FMS

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

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

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 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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

Burk Holdings's FMS Position: Q2 2026 in Review

Burk Holdings held its Fresenius Medical Care (FMS) position steady in Q2 2026 at 20 shares worth $452. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Burk Holdings first reported a position in FMS in Q1 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Burk Holdings held 20 shares of Fresenius Medical Care worth $452 as of Q2 2026.
Burk Holdings left its Fresenius Medical Care share count unchanged in Q2 2026.
Fresenius Medical Care made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #629 holding.
Burk Holdings first reported a position in Fresenius Medical Care in Q1 2026 and has held it in 2 quarters since.
235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.