ClearBridge Investments
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ClearBridge Investments’s Fresenius Medical Care FMS Stock Holding History

ClearBridge Investments’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
Q1 		– Sell
-8,618
Closed -$205K – 710
2025
Q4 		$205K Buy
8,618
+64
+0.7% +$1.59K ﹤0.01% 691
2025
Q3 		$225K Sell
8,554
-1,070
-11% -$27.5K ﹤0.01% 705
2025
Q2 		$275K Sell
9,624
-103
-1% -$2.76K ﹤0.01% 689
2025
Q1 		$242K Buy
9,727
+103
+1% +$2.45K ﹤0.01% 687
2024
Q4 		$218K Sell
9,624
-370
-4% -$8.03K ﹤0.01% 705
2024
Q3 		$213K Buy
+9,994
New +$197K ﹤0.01% 704
2024
Q2 		– Sell
-11,106
Closed -$214K – 746
2024
Q1 		$214K Hold
11,106
– – ﹤0.01% 745
2023
Q4 		$231K Hold
11,106
– – ﹤0.01% 734
2023
Q3 		$239K Buy
11,106
+1,981
+22% +$48.1K ﹤0.01% 676
2023
Q2 		$218K Buy
+9,125
New +$209K ﹤0.01% 690
2022
Q3 		– Sell
-223,963
Closed -$5.59M – 745
2022
Q2 		$5.59M Sell
223,963
-5,709
-2% -$171K 0.01% 569
2022
Q1 		$7.74M Buy
229,672
+51,585
+29% +$1.7M 0.01% 577
2021
Q4 		$5.78M Sell
178,087
-16,963
-9% -$558K ﹤0.01% 604
2021
Q3 		$6.82M Buy
195,050
+17,926
+10% +$700K ﹤0.01% 603
2021
Q2 		$7.36M Buy
177,124
+8,917
+5% +$356K 0.01% 600
2021
Q1 		$6.2M Sell
168,207
-8,600
-5% -$325K ﹤0.01% 581
2020
Q4 		$7.35M Sell
176,807
-3,053
-2% -$127K 0.01% 570
2020
Q3 		$7.64M Sell
179,860
-62,179
-26% -$2.68M 0.01% 549
2020
Q2 		$10.5M Sell
242,039
-37,852
-14% -$1.5M 0.01% 505
2020
Q1 		$9.18M Buy
+279,891
New +$10.4M 0.01% 487

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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 $871B AUM 31.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return

ClearBridge Investments's FMS Position: Q1 2026 in Review

ClearBridge Investments sold out of Fresenius Medical Care (FMS) in Q1 2026, closing a stake of 8,618 shares — an estimated $205K sold.

ClearBridge Investments first reported a position in FMS in Q1 2020 and held it in 20 quarters. The position peaked at $10.5M in Q2 2020. 219 funds tracked by Wall St. Rank hold FMS as of Q1 2026.

  • ClearBridge Investments reported no remaining Fresenius Medical Care position as of Q1 2026 after selling out during the quarter.
  • ClearBridge Investments sold 8,618 Fresenius Medical Care shares in Q1 2026, an estimated $205K.
  • ClearBridge Investments first reported a position in Fresenius Medical Care in Q1 2020 and held it in 20 quarters.
  • ClearBridge Investments's Fresenius Medical Care position peaked at $10.5M in Q2 2020.
  • 219 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2026.

Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.