Charles Schwab
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Charles Schwab’s Fresenius Medical Care FMS Stock Holding History

Charles Schwab’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 		$1.89M Sell
83,644
-1,189
-1% -$26.7K ﹤0.01% 2810
2026
Q1 		$1.91M Buy
84,833
+37,224
+78% +$855K ﹤0.01% 2730
2025
Q4 		$1.13M Sell
47,609
-154
-0.3% -$3.83K ﹤0.01% 2884
2025
Q3 		$1.26M Buy
47,763
+6,145
+15% +$158K ﹤0.01% 2878
2025
Q2 		$1.19M Buy
41,618
+5,922
+17% +$159K ﹤0.01% 2845
2025
Q1 		$889K Buy
35,696
+4,622
+15% +$110K ﹤0.01% 2880
2024
Q4 		$704K Buy
31,074
+8,913
+40% +$193K ﹤0.01% 3037
2024
Q3 		$472K Buy
22,161
+2,233
+11% +$44K ﹤0.01% 3177
2024
Q2 		$380K Buy
19,928
+8,171
+69% +$167K ﹤0.01% 3299
2024
Q1 		$227K Buy
+11,757
New +$233K ﹤0.01% 3222
2023
Q4 		– Sell
-10,574
Closed -$228K – 3548
2023
Q3 		$228K Buy
10,574
+1,320
+14% +$32K ﹤0.01% 3264
2023
Q2 		$221K Buy
+9,254
New +$212K ﹤0.01% 3293
2022
Q2 		– Sell
-8,522
Closed -$287K – 3574
2022
Q1 		$287K Buy
8,522
+276
+3% +$9.08K ﹤0.01% 3224
2021
Q4 		$268K Sell
8,246
-626
-7% -$20.6K ﹤0.01% 3303
2021
Q3 		$310K Sell
8,872
-197
-2% -$7.7K ﹤0.01% 3261
2021
Q2 		$377K Sell
9,069
-1,151
-11% -$46K ﹤0.01% 3210
2021
Q1 		$377K Buy
+10,220
New +$387K ﹤0.01% 3172

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

Charles Schwab's FMS Position: Q2 2026 in Review

Charles Schwab reduced its Fresenius Medical Care (FMS) stake by 1.4% in Q2 2026, selling an estimated $26.7K and leaving 83,644 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #2810.

Charles Schwab first reported a position in FMS in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.91M in Q1 2026. 232 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Charles Schwab held 83,644 shares of Fresenius Medical Care worth $1.89M as of Q2 2026.
  • Charles Schwab sold 1,189 Fresenius Medical Care shares in Q2 2026, an estimated $26.7K.
  • Fresenius Medical Care made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2810 holding.
  • Charles Schwab first reported a position in Fresenius Medical Care in Q1 2021 and has held it in 17 quarters since.
  • Charles Schwab's Fresenius Medical Care position peaked at $1.91M in Q1 2026.
  • 232 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.