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Caprock Group’s Fresenius Medical Care FMS Stock Holding History

Caprock Group’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 		$595K Buy
26,305
+4,036
+18% +$90.6K 0.01% 796
2026
Q1 		$502K Buy
22,269
+12,867
+137% +$296K 0.01% 749
2025
Q4 		$224K Buy
9,402
+471
+5% +$11.7K ﹤0.01% 1083
2025
Q3 		$230K Buy
+8,931
New +$230K 0.01% 1022
2024
Q3 		– Sell
-10,879
Closed -$208K – 933
2024
Q2 		$208K Buy
+10,879
New +$222K 0.01% 795

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

Caprock Group's FMS Position: Q2 2026 in Review

Caprock Group increased its Fresenius Medical Care (FMS) stake by 18% in Q2 2026, buying an estimated $90.6K and bringing the position to 26,305 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #796.

Caprock Group first reported a position in FMS in Q2 2024 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Caprock Group held 26,305 shares of Fresenius Medical Care worth $595K as of Q2 2026.
  • Caprock Group bought 4,036 Fresenius Medical Care shares in Q2 2026, an estimated $90.6K.
  • Fresenius Medical Care made up 0.01% of Caprock Group's portfolio in Q2 2026, its #796 holding.
  • Caprock Group first reported a position in Fresenius Medical Care in Q2 2024 and has held it in 5 quarters since.
  • 235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.