Corient IA’s Fresenius Medical Care FMS Stock Holding History

Corient IA’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	–	Sell	-15,000	Closed	-$338K	–	260
2026 Q1	$338K	Hold	15,000	–	–	0.32%	119
2025 Q4	$357K	Sell	15,000 -10,000	-40%	-$249K	0.34%	120
2025 Q3	$658K	Hold	25,000	–	–	0.49%	57
2025 Q2	$714K	Hold	25,000	–	–	0.42%	70
2025 Q1	$623K	Buy	+25,000	New	+$595K	0.44%	63

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

Corient IA's FMS Position: Q2 2026 in Review

Corient IA sold out of Fresenius Medical Care (FMS) in Q2 2026, closing a stake of 15,000 shares — an estimated $338K sold.

Corient IA first reported a position in FMS in Q1 2025 and held it in 5 quarters. The position peaked at $714K in Q2 2025. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Corient IA reported no remaining Fresenius Medical Care position as of Q2 2026 after selling out during the quarter.
Corient IA sold 15,000 Fresenius Medical Care shares in Q2 2026, an estimated $338K.
Corient IA first reported a position in Fresenius Medical Care in Q1 2025 and held it in 5 quarters.
Corient IA's Fresenius Medical Care position peaked at $714K in Q2 2025.
235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.