Cape Investment Advisory’s Fresenius Medical Care FMS Stock Holding History

Cape Investment Advisory’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	$38.9K	Buy	+1,722	New	+$38.7K	0.01%	562
2026 Q1	–	Sell	-596	Closed	-$14.2K	–	554
2025 Q4	$14.2K	Buy	596 +157	+36%	+$3.9K	﹤0.01%	679
2025 Q3	$11.6K	Buy	439 +111	+34%	+$2.85K	0.01%	381
2025 Q2	$9.37K	Buy	328 +90	+38%	+$2.42K	﹤0.01%	646
2025 Q1	$5.93K	Sell	238 -75	-24%	-$1.79K	﹤0.01%	711
2024 Q4	$7.09K	Hold	313	–	–	﹤0.01%	658
2024 Q3	$6.67K	Hold	313	–	–	﹤0.01%	638
2024 Q2	$5.97K	Hold	313	–	–	﹤0.01%	624
2024 Q1	$6.04K	Buy	313 +224	+252%	+$4.44K	﹤0.01%	623
2023 Q4	$1.85K	Hold	89	–	–	﹤0.01%	936
2023 Q3	$1.92K	Hold	89	–	–	﹤0.01%	790
2023 Q2	$2.13K	Buy	89 +26	+41%	+$596	﹤0.01%	766
2023 Q1	$1.34K	Buy	+63	New	+$1.21K	﹤0.01%	856

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

Cape Investment Advisory's FMS Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Fresenius Medical Care (FMS) in Q2 2026: 1,722 shares worth $38.9K. The stake represents 0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in FMS as recently as Q4 2025.

Cape Investment Advisory first reported a position in FMS in Q1 2023 and has held it in 13 quarters since. 233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Cape Investment Advisory held 1,722 shares of Fresenius Medical Care worth $38.9K as of Q2 2026.
Fresenius Medical Care was a new Cape Investment Advisory position in Q2 2026.
Fresenius Medical Care made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #562 holding.
Cape Investment Advisory first reported a position in Fresenius Medical Care in Q1 2023 and has held it in 13 quarters since.
233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.