Centerpoint Advisors’s Fresenius Medical Care FMS Stock Holding History

Centerpoint Advisors’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	$21K	Hold	944	–	–	0.01%	255
2026 Q1	$21K	Hold	944	–	–	0.01%	229
2025 Q4	$22K	Hold	944	–	–	0.01%	226
2025 Q3	$25K	Hold	944	–	–	0.01%	214
2025 Q2	$27K	Hold	944	–	–	0.01%	201
2025 Q1	$24K	Hold	944	–	–	0.01%	220
2024 Q4	$21K	Buy	944 +472	+100%	+$10.2K	0.01%	258
2024 Q3	$10K	Hold	472	–	–	﹤0.01%	354
2024 Q2	$9K	Hold	472	–	–	﹤0.01%	352
2024 Q1	$9K	Hold	472	–	–	﹤0.01%	327
2023 Q4	$10K	Hold	472	–	–	﹤0.01%	327
2023 Q3	$10K	Hold	472	–	–	﹤0.01%	336
2023 Q2	$11K	Buy	+472	New	+$10.8K	﹤0.01%	333

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

Centerpoint Advisors's FMS Position: Q2 2026 in Review

Centerpoint Advisors held its Fresenius Medical Care (FMS) position steady in Q2 2026 at 944 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #255.

Centerpoint Advisors first reported a position in FMS in Q2 2023 and has held it in 13 quarters since. The position peaked at $27K in Q2 2025. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Centerpoint Advisors held 944 shares of Fresenius Medical Care worth $21K as of Q2 2026.
Centerpoint Advisors left its Fresenius Medical Care share count unchanged in Q2 2026.
Fresenius Medical Care made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #255 holding.
Centerpoint Advisors first reported a position in Fresenius Medical Care in Q2 2023 and has held it in 13 quarters since.
Centerpoint Advisors's Fresenius Medical Care position peaked at $27K in Q2 2025.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.