D'Orazio & Associates’s Fresenius Medical Care FMS Stock Holding History

D'Orazio & Associates’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	$305K	Buy	13,511 +4,606	+52%	+$103K	0.04%	216
2026 Q1	$201K	Buy	+8,905	New	+$205K	0.03%	283
2021 Q4	–	Sell	-404	Closed	-$14K	–	314
2021 Q3	$14K	Buy	+404	New	+$15.8K	﹤0.01%	473
2020 Q2	–	Sell	-100	Closed	-$3K	–	343
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	279
2019 Q4	$4K	Hold	100	–	–	﹤0.01%	291
2019 Q3	$3K	Buy	+100	New	+$3.54K	﹤0.01%	296
2015 Q4	–	Sell	-226	Closed	-$10K	–	281
2015 Q3	$10K	Buy	+226	New	+$9.2K	0.01%	189

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

D'Orazio & Associates's FMS Position: Q2 2026 in Review

D'Orazio & Associates increased its Fresenius Medical Care (FMS) stake by 52% in Q2 2026, buying an estimated $103K and bringing the position to 13,511 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #216.

D'Orazio & Associates first reported a position in FMS in Q3 2015 and has held it in 7 quarters since. 233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

D'Orazio & Associates held 13,511 shares of Fresenius Medical Care worth $305K as of Q2 2026.
D'Orazio & Associates bought 4,606 Fresenius Medical Care shares in Q2 2026, an estimated $103K.
Fresenius Medical Care made up 0.04% of D'Orazio & Associates's portfolio in Q2 2026, its #216 holding.
D'Orazio & Associates first reported a position in Fresenius Medical Care in Q3 2015 and has held it in 7 quarters since.
233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.