David Shaw’s Fresenius Medical Care FMS Stock Holding History

David Shaw’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	$4.76M	Sell	210,747 -218,585	-51%	-$4.91M	﹤0.01%	2448
2026 Q1	$9.69M	Buy	429,332 +396,336	+1,201%	+$9.1M	0.01%	1668
2025 Q4	$786K	Buy	+32,996	New	+$821K	﹤0.01%	3682
2024 Q4	–	Sell	-14,340	Closed	-$305K	–	4541
2024 Q3	$305K	Buy	+14,340	New	+$282K	﹤0.01%	3966
2024 Q2	–	Sell	-76,176	Closed	-$1.47M	–	4598
2024 Q1	$1.47M	Buy	76,176 +60,831	+396%	+$1.21M	﹤0.01%	2844
2023 Q4	$320K	Buy	+15,345	New	+$295K	﹤0.01%	3722
2022 Q4	–	Sell	-120,069	Closed	-$1.69M	–	4933
2022 Q3	$1.69M	Buy	+120,069	New	+$2.27M	﹤0.01%	3145
2022 Q2	–	Sell	-70,443	Closed	-$2.37M	–	5467
2022 Q1	$2.37M	Sell	70,443 -3,437	-5%	-$113K	﹤0.01%	3146
2021 Q4	$2.4M	Buy	+73,880	New	+$2.43M	﹤0.01%	3192
2021 Q2	–	Sell	-26,363	Closed	-$972K	–	4831
2021 Q1	$972K	Sell	26,363 -35,980	-58%	-$1.36M	﹤0.01%	3135
2020 Q4	$2.59M	Buy	62,343 +55,152	+767%	+$2.3M	﹤0.01%	2383
2020 Q3	$305K	Buy	+7,191	New	+$310K	﹤0.01%	3440
2020 Q2	–	Sell	-40,229	Closed	-$1.32M	–	4065
2020 Q1	$1.32M	Sell	40,229 -36,176	-47%	-$1.34M	﹤0.01%	2511
2019 Q4	$2.81M	Buy	76,405 +68,731	+896%	+$2.44M	﹤0.01%	2196
2019 Q3	$258K	Sell	7,674 -5,510	-42%	-$195K	﹤0.01%	3526
2019 Q2	$518K	Sell	13,184 -826	-6%	-$32.7K	﹤0.01%	3060
2019 Q1	$568K	Sell	14,010 -197,754	-93%	-$7.37M	﹤0.01%	2926
2018 Q4	$6.86M	Buy	211,764 +180,445	+576%	+$7.28M	0.01%	1332
2018 Q3	$1.61M	Buy	+31,319	New	+$1.57M	﹤0.01%	2353
2018 Q2	–	Sell	-28,136	Closed	-$1.44M	–	3753
2018 Q1	$1.44M	Buy	28,136 +10,963	+64%	+$585K	﹤0.01%	2260
2017 Q4	$902K	Sell	17,173 -25,660	-60%	-$1.27M	﹤0.01%	2637
2017 Q3	$2.09M	Buy	+42,833	New	+$2.04M	﹤0.01%	1986
2017 Q2	–	Sell	-14,029	Closed	-$591K	–	3418
2017 Q1	$591K	Sell	14,029 -77,598	-85%	-$3.21M	﹤0.01%	2642
2016 Q4	$3.87M	Buy	91,627 +86,000	+1,528%	+$3.51M	0.01%	1501
2016 Q3	$246K	Sell	5,627 -59,467	-91%	-$2.66M	﹤0.01%	3129
2016 Q2	$2.84M	Sell	65,094 -49,313	-43%	-$2.13M	0.01%	1676
2016 Q1	$5.04M	Buy	114,407 +91,260	+394%	+$3.86M	0.01%	1270
2015 Q4	$968K	Sell	23,147 -658	-3%	-$27.7K	﹤0.01%	2650
2015 Q3	$929K	Sell	23,805 -10,618	-31%	-$432K	﹤0.01%	2648
2015 Q2	$1.43M	Sell	34,423 -49,908	-59%	-$2.13M	﹤0.01%	2444
2015 Q1	$3.5M	Sell	84,331 -61,877	-42%	-$2.39M	0.01%	1626
2014 Q4	$5.43M	Buy	146,208 +687	+0.5%	+$24.8K	0.01%	1510
2014 Q3	$5.05M	Sell	145,521 -32,083	-18%	-$1.11M	0.01%	1561
2014 Q2	$5.95M	Buy	177,604 +84,229	+90%	+$2.81M	0.01%	1486
2014 Q1	$3.25M	Buy	93,375 +1,324	+1%	+$46.4K	﹤0.01%	1922
2013 Q4	$3.27M	Sell	92,051 -720	-0.8%	-$24.1K	﹤0.01%	2049
2013 Q3	$3M	Buy	92,771 +14,138	+18%	+$460K	﹤0.01%	2064
2013 Q2	$2.77M	Buy	+78,633	New	+$2.73M	0.01%	1820

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

David Shaw's FMS Position: Q2 2026 in Review

David Shaw reduced its Fresenius Medical Care (FMS) stake by 51% in Q2 2026, selling an estimated $4.91M and leaving 210,747 shares worth $4.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

David Shaw first reported a position in FMS in Q2 2013 and has held it in 38 quarters since. The position peaked at $9.69M in Q1 2026. 232 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

David Shaw held 210,747 shares of Fresenius Medical Care worth $4.76M as of Q2 2026.
David Shaw sold 218,585 Fresenius Medical Care shares in Q2 2026, an estimated $4.91M.
Fresenius Medical Care made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #2448 holding.
David Shaw first reported a position in Fresenius Medical Care in Q2 2013 and has held it in 38 quarters since.
David Shaw's Fresenius Medical Care position peaked at $9.69M in Q1 2026.
232 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.