Essential Partners’s Fresenius Medical Care FMS Stock Holding History

Essential Partners’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	–	Sell	-15	Closed	-$357	–	2895
2025 Q4	$357	Sell	15 -89	-86%	-$2.21K	﹤0.01%	2304
2025 Q3	$2.74K	Buy	+104	New	+$2.67K	﹤0.01%	1681

Other funds holding FMS

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return

Essential Partners's FMS Position: Q1 2026 in Review

Essential Partners sold out of Fresenius Medical Care (FMS) in Q1 2026, closing a stake of 15 shares — an estimated $357 sold.

Essential Partners first reported a position in FMS in Q3 2025 and held it in 2 quarters. The position peaked at $2.74K in Q3 2025. 220 funds tracked by Wall St. Rank hold FMS as of Q1 2026.

Essential Partners reported no remaining Fresenius Medical Care position as of Q1 2026 after selling out during the quarter.
Essential Partners sold 15 Fresenius Medical Care shares in Q1 2026, an estimated $357.
Essential Partners first reported a position in Fresenius Medical Care in Q3 2025 and held it in 2 quarters.
Essential Partners's Fresenius Medical Care position peaked at $2.74K in Q3 2025.
220 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.