Everett Harris & Co’s Fresenius Medical Care FMS Stock Holding History

Everett Harris & Co’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	-12,839	Closed	-$306K	–	334
2025 Q4	$306K	Sell	12,839 -420	-3%	-$10.4K	﹤0.01%	279
2025 Q3	$349K	Hold	13,259	–	–	﹤0.01%	256
2025 Q2	$379K	Hold	13,259	–	–	﹤0.01%	248
2025 Q1	$330K	Hold	13,259	–	–	﹤0.01%	255
2024 Q4	$300K	Sell	13,259 -340	-3%	-$7.38K	﹤0.01%	244
2024 Q3	$290K	Sell	13,599 -2,694	-17%	-$53K	﹤0.01%	241
2024 Q2	$311K	Sell	16,293 -4,364	-21%	-$89K	﹤0.01%	224
2024 Q1	$398K	Sell	20,657 -933	-4%	-$18.5K	0.01%	200
2023 Q4	$450K	Sell	21,590 -208	-1%	-$4K	0.01%	182
2023 Q3	$470K	Hold	21,798	–	–	0.01%	172
2023 Q2	$522K	Sell	21,798 -792	-4%	-$18.2K	0.01%	168
2023 Q1	$480K	Sell	22,590 -9,460	-30%	-$181K	0.01%	177
2022 Q4	$524K	Sell	32,050 -3,826	-11%	-$56.7K	0.01%	167
2022 Q3	$504K	Hold	35,876	–	–	0.01%	166
2022 Q2	$895K	Sell	35,876 -400	-1%	-$12K	0.02%	137
2022 Q1	$1.22M	Sell	36,276 -1,173	-3%	-$38.6K	0.02%	129
2021 Q4	$1.22M	Sell	37,449 -3,676	-9%	-$121K	0.02%	134
2021 Q3	$1.44M	Sell	41,125 -1,580	-4%	-$61.7K	0.02%	116
2021 Q2	$1.77M	Sell	42,705 -8,915	-17%	-$356K	0.03%	107
2021 Q1	$1.9M	Sell	51,620 -5,255	-9%	-$199K	0.03%	96
2020 Q4	$2.36M	Sell	56,875 -1,400	-2%	-$58.3K	0.04%	87
2020 Q3	$2.48M	Sell	58,275 -489	-0.8%	-$21.1K	0.05%	85
2020 Q2	$2.54M	Sell	58,764 -2,546	-4%	-$101K	0.06%	83
2020 Q1	$2.01M	Sell	61,310 -1,195	-2%	-$44.4K	0.05%	87
2019 Q4	$2.3M	Sell	62,505 -2,054	-3%	-$72.8K	0.05%	100
2019 Q3	$2.17M	Sell	64,559 -3,275	-5%	-$116K	0.05%	100
2019 Q2	$2.67M	Sell	67,834 -1,220	-2%	-$48.3K	0.07%	86
2019 Q1	$2.8M	Sell	69,054 -1,122	-2%	-$41.8K	0.07%	84
2018 Q4	$2.27M	Sell	70,176 -4,811	-6%	-$194K	0.06%	88
2018 Q3	$3.86M	Sell	74,987 -2,335	-3%	-$117K	0.1%	68
2018 Q2	$3.89M	Sell	77,322 -1,400	-2%	-$71K	0.11%	64
2018 Q1	$4.02M	Sell	78,722 -2,075	-3%	-$111K	0.11%	61
2017 Q4	$4.25M	Sell	80,797 -225	-0.3%	-$11.2K	0.12%	64
2017 Q3	$3.96M	Sell	81,022 -1,602	-2%	-$76.2K	0.12%	69
2017 Q2	$3.99M	Sell	82,624 -1,180	-1%	-$54.3K	0.12%	69
2017 Q1	$3.53M	Sell	83,804 -1,744	-2%	-$72.1K	0.12%	71
2016 Q4	$3.61M	Sell	85,548 -10,660	-11%	-$435K	0.13%	67
2016 Q3	$4.21M	Sell	96,208 -2,250	-2%	-$101K	0.15%	69
2016 Q2	$4.29M	Sell	98,458 -1,534	-2%	-$66.1K	0.15%	68
2016 Q1	$4.41M	Sell	99,992 -230	-0.2%	-$9.74K	0.16%	66
2015 Q4	$4.19M	Hold	100,222	–	–	0.15%	71
2015 Q3	$3.91M	Buy	100,222 +1,450	+1%	+$59K	0.14%	74
2015 Q2	$4.11M	Sell	98,772 -3,950	-4%	-$169K	0.14%	68
2015 Q1	$4.26M	Hold	102,722	–	–	0.15%	67
2014 Q4	$3.81M	Sell	102,722 -1,030	-1%	-$37.1K	0.13%	74
2014 Q3	$3.6M	Sell	103,752 -4,384	-4%	-$151K	0.13%	78
2014 Q2	$3.62M	Sell	108,136 -374	-0.3%	-$12.5K	0.13%	75
2014 Q1	$3.78M	Sell	108,510 -350	-0.3%	-$12.3K	0.14%	70
2013 Q4	$3.87M	Sell	108,860 -374	-0.3%	-$12.5K	0.14%	68
2013 Q3	$3.54M	Buy	+109,234	New	+$3.56M	0.14%	65

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

Everett Harris & Co's FMS Position: Q1 2026 in Review

Everett Harris & Co sold out of Fresenius Medical Care (FMS) in Q1 2026, closing a stake of 12,839 shares — an estimated $306K sold.

Everett Harris & Co first reported a position in FMS in Q3 2013 and held it in 50 quarters. The position peaked at $4.41M in Q1 2016. 218 funds tracked by Wall St. Rank hold FMS as of Q1 2026.

Everett Harris & Co reported no remaining Fresenius Medical Care position as of Q1 2026 after selling out during the quarter.
Everett Harris & Co sold 12,839 Fresenius Medical Care shares in Q1 2026, an estimated $306K.
Everett Harris & Co first reported a position in Fresenius Medical Care in Q3 2013 and held it in 50 quarters.
Everett Harris & Co's Fresenius Medical Care position peaked at $4.41M in Q1 2016.
218 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2026.

Based on Everett Harris & Co's 13F filing for Q1 2026, filed 11 May 2026.