Envestnet Asset Management’s Fresenius Medical Care FMS Stock Holding History

Envestnet Asset 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 Q1	$8.66M	Buy	383,771 +128,055	+50%	+$2.94M	﹤0.01%	1920
2025 Q4	$6.09M	Sell	255,716 -24,462	-9%	-$608K	﹤0.01%	2040
2025 Q3	$7.38M	Sell	280,178 -93,783	-25%	-$2.41M	﹤0.01%	1970
2025 Q2	$10.7M	Buy	373,961 +78,956	+27%	+$2.12M	﹤0.01%	1692
2025 Q1	$7.35M	Sell	295,005 -33,354	-10%	-$794K	﹤0.01%	1864
2024 Q4	$7.43M	Sell	328,359 -5,420	-2%	-$118K	﹤0.01%	1840
2024 Q3	$7.11M	Buy	333,779 +36,212	+12%	+$713K	﹤0.01%	1874
2024 Q2	$5.68M	Sell	297,567 -44,299	-13%	-$903K	﹤0.01%	1935
2024 Q1	$6.59M	Buy	341,866 +68,663	+25%	+$1.36M	﹤0.01%	1791
2023 Q4	$5.69M	Buy	273,203 +14,170	+5%	+$272K	﹤0.01%	1805
2023 Q3	$5.58M	Buy	259,033 +202,991	+362%	+$4.93M	﹤0.01%	1721
2023 Q2	$1.34M	Sell	56,042 -33,707	-38%	-$773K	﹤0.01%	2532
2023 Q1	$1.09M	Buy	89,749 +70,793	+373%	+$1.36M	﹤0.01%	2611
2022 Q4	$310K	Sell	18,956 -60,066	-76%	-$890K	﹤0.01%	3407
2022 Q3	$1.11M	Sell	79,022 -162,851	-67%	-$3.08M	﹤0.01%	2487
2022 Q2	$6.03M	Sell	241,873 -9,518	-4%	-$284K	﹤0.01%	1427
2022 Q1	$8.47M	Buy	251,391 +122,169	+95%	+$4.02M	﹤0.01%	1303
2021 Q4	$4.2M	Sell	129,222 -12,075	-9%	-$398K	﹤0.01%	1690
2021 Q3	$4.94M	Buy	141,297 +1,922	+1%	+$75.1K	﹤0.01%	1563
2021 Q2	$5.79M	Buy	139,375 +9,333	+7%	+$373K	﹤0.01%	1420
2021 Q1	$4.8M	Buy	130,042 +91,246	+235%	+$3.45M	﹤0.01%	1441
2020 Q4	$1.61M	Buy	38,796 +4,621	+14%	+$193K	﹤0.01%	1890
2020 Q3	$1.45M	Buy	34,175 +284	+0.8%	+$12.2K	﹤0.01%	1798
2020 Q2	$1.47M	Sell	33,891 -27	-0.1%	-$1.07K	﹤0.01%	1753
2020 Q1	$1.11M	Sell	33,918 -10,628	-24%	-$395K	﹤0.01%	1755
2019 Q4	$1.64M	Sell	44,546 -8,313	-16%	-$295K	﹤0.01%	1725
2019 Q3	$1.78M	Sell	52,859 -2,402	-4%	-$85.1K	﹤0.01%	1612
2019 Q2	$2.17M	Buy	55,261 +5,087	+10%	+$202K	﹤0.01%	1512
2019 Q1	$2.03M	Sell	50,174 -161,452	-76%	-$6.02M	﹤0.01%	1466
2018 Q4	$6.86M	Buy	211,626 +204,800	+3,000%	+$8.27M	0.01%	759
2018 Q3	$351K	Sell	6,826 -62,764	-90%	-$3.14M	﹤0.01%	1006
2018 Q2	$3.5M	Buy	69,590 +54	+0.1%	+$2.74K	0.01%	609
2018 Q1	$3.54M	Sell	69,536 -162,255	-70%	-$8.65M	0.01%	502
2017 Q4	$12.2M	Sell	231,791 -29,335	-11%	-$1.46M	0.03%	350
2017 Q3	$12.8M	Buy	261,126 +116,987	+81%	+$5.56M	0.03%	320
2017 Q2	$6.96M	Buy	144,139 +2,936	+2%	+$135K	0.02%	472
2017 Q1	$5.95M	Buy	141,203 +3,964	+3%	+$164K	0.02%	511
2016 Q4	$5.79M	Sell	137,239 -8,742	-6%	-$357K	0.02%	492
2016 Q3	$6.39M	Sell	145,981 -13,362	-8%	-$598K	0.02%	493
2016 Q2	$6.94M	Buy	159,343 +104	+0.1%	+$4.48K	0.03%	515
2016 Q1	$7.02M	Buy	159,239 +29,368	+23%	+$1.24M	0.03%	472
2015 Q4	$5.43M	Buy	129,871 +1,515	+1%	+$63.8K	0.02%	552
2015 Q3	$5.01M	Buy	128,356 +7,136	+6%	+$291K	0.02%	553
2015 Q2	$5.04M	Buy	121,220 +8,555	+8%	+$366K	0.02%	595
2015 Q1	$4.67M	Buy	112,665 +104,504	+1,281%	+$4.04M	0.02%	592
2014 Q4	$303K	Sell	8,161 -100	-1%	-$3.6K	﹤0.01%	872
2014 Q3	$287K	Sell	8,261 -1,106	-12%	-$38.1K	﹤0.01%	957
2014 Q2	$314K	Buy	9,367 +5,935	+173%	+$198K	﹤0.01%	873
2014 Q1	$120K	Sell	3,432 -815	-19%	-$28.5K	﹤0.01%	1086
2013 Q4	$151K	Buy	4,247 +1,277	+43%	+$42.8K	﹤0.01%	893
2013 Q3	$96K	Buy	2,970 +577	+24%	+$18.8K	﹤0.01%	991
2013 Q2	$84K	Buy	+2,393	New	+$83.2K	﹤0.01%	1034

Other funds holding FMS

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return

Envestnet Asset Management's FMS Position: Q1 2026 in Review

Envestnet Asset Management increased its Fresenius Medical Care (FMS) stake by 50% in Q1 2026, buying an estimated $2.94M and bringing the position to 383,771 shares worth $8.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

Envestnet Asset Management first reported a position in FMS in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.8M in Q3 2017. 218 funds tracked by Wall St. Rank hold FMS as of Q1 2026.

Envestnet Asset Management held 383,771 shares of Fresenius Medical Care worth $8.66M as of Q1 2026.
Envestnet Asset Management bought 128,055 Fresenius Medical Care shares in Q1 2026, an estimated $2.94M.
Fresenius Medical Care made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1920 holding.
Envestnet Asset Management first reported a position in Fresenius Medical Care in Q2 2013 and has held it in 52 quarters since.
Envestnet Asset Management's Fresenius Medical Care position peaked at $12.8M in Q3 2017.
218 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.