Evergreen Capital Management’s Fresenius Medical Care FMS Stock Holding History

Evergreen Capital 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 Q2	$418K	Sell	18,485 -4,436	-19%	-$99.6K	0.01%	1011
2026 Q1	$517K	Buy	22,921 +4,907	+27%	+$113K	0.01%	768
2025 Q4	$429K	Buy	18,014 +6,856	+61%	+$171K	0.01%	838
2025 Q3	$294K	Buy	11,158 +3,007	+37%	+$77.3K	0.01%	991
2025 Q2	$233K	Sell	8,151 -405	-5%	-$10.9K	0.01%	948
2025 Q1	$213K	Sell	8,556 -589	-6%	-$14K	0.01%	961
2024 Q4	$207K	Buy	+9,145	New	+$199K	0.01%	978

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

Evergreen Capital Management's FMS Position: Q2 2026 in Review

Evergreen Capital Management reduced its Fresenius Medical Care (FMS) stake by 19% in Q2 2026, selling an estimated $99.6K and leaving 18,485 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #1011.

Evergreen Capital Management first reported a position in FMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $517K in Q1 2026. 233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Evergreen Capital Management held 18,485 shares of Fresenius Medical Care worth $418K as of Q2 2026.
Evergreen Capital Management sold 4,436 Fresenius Medical Care shares in Q2 2026, an estimated $99.6K.
Fresenius Medical Care made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1011 holding.
Evergreen Capital Management first reported a position in Fresenius Medical Care in Q4 2024 and has held it in 7 quarters since.
Evergreen Capital Management's Fresenius Medical Care position peaked at $517K in Q1 2026.
233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.