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Cassaday & Co Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Cassaday & Co Wealth Management’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 		$68 Hold
3
– – ﹤0.01% 1288
2026
Q1 		$68 Buy
+3
New +$69 ﹤0.01% 1341

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

Cassaday & Co Wealth Management's FMS Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Fresenius Medical Care (FMS) position steady in Q2 2026 at 3 shares worth $68. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Cassaday & Co Wealth Management 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.

  • Cassaday & Co Wealth Management held 3 shares of Fresenius Medical Care worth $68 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Fresenius Medical Care share count unchanged in Q2 2026.
  • Fresenius Medical Care made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1288 holding.
  • Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.