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Clearstead Advisors’s Fresenius Medical Care FMS Stock Holding History

Clearstead 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 		$36.5K Buy
+1,613
New +$36.2K ﹤0.01% 1603
2022
Q2 		– Sell
-531
Closed -$18K – 1328
2022
Q1 		$18K Buy
+531
New +$17.5K ﹤0.01% 887

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

Clearstead Advisors's FMS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Fresenius Medical Care (FMS) in Q2 2026: 1,613 shares worth $36.5K. The stake represents ﹤0.01% of the portfolio and ranks #1603 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in FMS as recently as Q1 2022.

Clearstead Advisors first reported a position in FMS in Q1 2022 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Clearstead Advisors held 1,613 shares of Fresenius Medical Care worth $36.5K as of Q2 2026.
  • Fresenius Medical Care was a new Clearstead Advisors position in Q2 2026.
  • Fresenius Medical Care made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1603 holding.
  • Clearstead Advisors first reported a position in Fresenius Medical Care in Q1 2022 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 Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.