CVA Family Office’s Fresenius Medical Care FMS Stock Holding History

CVA Family Office’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	$1.51K	Hold	67	–	–	﹤0.01%	1567
2026 Q1	$1.51K	Hold	67	–	–	﹤0.01%	1580
2025 Q4	$1.6K	Hold	67	–	–	﹤0.01%	1029
2025 Q3	$1.76K	Hold	67	–	–	﹤0.01%	1025
2025 Q2	$1.91K	Sell	67 -36	-35%	-$966	﹤0.01%	1000
2025 Q1	$2.56K	Hold	103	–	–	﹤0.01%	974
2024 Q4	$2.33K	Hold	103	–	–	﹤0.01%	967
2024 Q3	$2.19K	Sell	103 -5	-5%	-$98	﹤0.01%	966
2024 Q2	$2.06K	Buy	+108	New	+$2.2K	﹤0.01%	956
2024 Q1	–	Sell	-51	Closed	-$1.06K	–	1064
2023 Q4	$1.06K	Buy	+51	New	+$979	﹤0.01%	982

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

CVA Family Office's FMS Position: Q2 2026 in Review

CVA Family Office held its Fresenius Medical Care (FMS) position steady in Q2 2026 at 67 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

CVA Family Office first reported a position in FMS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.56K in Q1 2025. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

CVA Family Office held 67 shares of Fresenius Medical Care worth $1.51K as of Q2 2026.
CVA Family Office left its Fresenius Medical Care share count unchanged in Q2 2026.
Fresenius Medical Care made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1567 holding.
CVA Family Office first reported a position in Fresenius Medical Care in Q4 2023 and has held it in 10 quarters since.
CVA Family Office's Fresenius Medical Care position peaked at $2.56K in Q1 2025.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.