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Cornerstone Financial Management’s Fresenius Medical Care FMS Stock Holding History

Cornerstone Financial Management’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 		$1.11K Buy
49
+23
+88% +$516 ﹤0.01% 1058
2026
Q1 		$587 Hold
26
– – ﹤0.01% 1113
2025
Q4 		$619 Buy
+26
New +$647 ﹤0.01% 1083

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

Cornerstone Financial Management's FMS Position: Q2 2026 in Review

Cornerstone Financial Management increased its Fresenius Medical Care (FMS) stake by 88% in Q2 2026, buying an estimated $516 and bringing the position to 49 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Cornerstone Financial Management first reported a position in FMS in Q4 2025 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Cornerstone Financial Management held 49 shares of Fresenius Medical Care worth $1.11K as of Q2 2026.
  • Cornerstone Financial Management bought 23 Fresenius Medical Care shares in Q2 2026, an estimated $516.
  • Fresenius Medical Care made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1058 holding.
  • Cornerstone Financial Management first reported a position in Fresenius Medical Care in Q4 2025 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.