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Callan Family Office’s Fresenius Medical Care FMS Stock Holding History

Callan Family Office’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 		$955K Buy
42,231
+20,544
+95% +$461K 0.02% 607
2026
Q1 		$489K Sell
21,687
-7,490
-26% -$172K 0.01% 775
2025
Q4 		$695K Buy
29,177
+1,563
+6% +$38.9K 0.01% 662
2025
Q3 		$727K Sell
27,614
-2,263
-8% -$58.2K 0.02% 440
2025
Q2 		$854K Buy
29,877
+9,979
+50% +$268K 0.03% 436
2025
Q1 		$495K Sell
19,898
-2,285
-10% -$54.4K 0.04% 321
2024
Q4 		$502K Buy
+22,183
New +$482K 0.03% 367

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

Callan Family Office's FMS Position: Q2 2026 in Review

Callan Family Office increased its Fresenius Medical Care (FMS) stake by 95% in Q2 2026, buying an estimated $461K and bringing the position to 42,231 shares worth $955K. The position accounts for 0.02% of the portfolio, ranked #607.

Callan Family Office first reported a position in FMS in Q4 2024 and has held it in 7 quarters since. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Callan Family Office held 42,231 shares of Fresenius Medical Care worth $955K as of Q2 2026.
  • Callan Family Office bought 20,544 Fresenius Medical Care shares in Q2 2026, an estimated $461K.
  • Fresenius Medical Care made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #607 holding.
  • Callan Family Office first reported a position in Fresenius Medical Care in Q4 2024 and has held it in 7 quarters since.
  • 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.