Cerity Partners
FMS icon

Cerity Partners’s Fresenius Medical Care FMS Stock Holding History

Cerity Partners’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 		$991K Buy
43,841
+3,196
+8% +$71.7K ﹤0.01% 2011
2026
Q1 		$917K Buy
40,645
+499
+1% +$11.5K ﹤0.01% 1911
2025
Q4 		$956K Sell
40,146
-1,514
-4% -$37.7K ﹤0.01% 1743
2025
Q3 		$1.1M Buy
41,660
+534
+1% +$13.7K ﹤0.01% 1557
2025
Q2 		$1.17M Buy
41,126
+1,223
+3% +$32.8K ﹤0.01% 1447
2025
Q1 		$994K Buy
39,903
+7,299
+22% +$174K ﹤0.01% 1429
2024
Q4 		$725K Buy
32,604
+5,853
+22% +$127K ﹤0.01% 1568
2024
Q3 		$570K Sell
26,751
-2,925
-10% -$57.6K ﹤0.01% 1709
2024
Q2 		$567K Sell
29,676
-4,302
-13% -$87.7K ﹤0.01% 1488
2024
Q1 		$655K Buy
33,978
+7,192
+27% +$143K ﹤0.01% 1472
2023
Q4 		$558K Buy
26,786
+1,545
+6% +$29.7K ﹤0.01% 1226
2023
Q3 		$544K Sell
25,241
-2,184
-8% -$53K ﹤0.01% 952
2023
Q2 		$656K Buy
27,425
+1,748
+7% +$40.1K ﹤0.01% 1075
2023
Q1 		$2.47M Sell
25,677
-291
-1% -$5.57K 0.01% 656
2022
Q4 		$424K Buy
25,968
+12,625
+95% +$187K ﹤0.01% 1005
2022
Q3 		$187K Buy
+13,343
New +$252K ﹤0.01% 1063
2018
Q1 		– Sell
-5,389
Closed -$283K – 548
2017
Q4 		$283K Buy
5,389
+72
+1% +$3.58K 0.02% 460
2017
Q3 		$260K Buy
5,317
+749
+16% +$35.6K 0.02% 475
2017
Q2 		$221K Buy
+4,568
New +$210K 0.02% 326

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

Cerity Partners's FMS Position: Q2 2026 in Review

Cerity Partners increased its Fresenius Medical Care (FMS) stake by 7.9% in Q2 2026, buying an estimated $71.7K and bringing the position to 43,841 shares worth $991K. The position accounts for ﹤0.01% of the portfolio, ranked #2011.

Cerity Partners first reported a position in FMS in Q2 2017 and has held it in 19 quarters since. The position peaked at $2.47M in Q1 2023. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Cerity Partners held 43,841 shares of Fresenius Medical Care worth $991K as of Q2 2026.
  • Cerity Partners bought 3,196 Fresenius Medical Care shares in Q2 2026, an estimated $71.7K.
  • Fresenius Medical Care made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2011 holding.
  • Cerity Partners first reported a position in Fresenius Medical Care in Q2 2017 and has held it in 19 quarters since.
  • Cerity Partners's Fresenius Medical Care position peaked at $2.47M in Q1 2023.
  • 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.