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EverSource Wealth Advisors’s Fresenius Medical Care FMS Stock Holding History

EverSource Wealth Advisors’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 		$54.6K Sell
2,413
-1,722
-42% -$38.7K ﹤0.01% 1728
2026
Q1 		$93.3K Buy
4,135
+1,383
+50% +$31.8K ﹤0.01% 1473
2025
Q4 		$65.6K Sell
2,752
-220
-7% -$5.47K ﹤0.01% 1562
2025
Q3 		$78.3K Buy
2,972
+66
+2% +$1.7K ﹤0.01% 1407
2025
Q2 		$83K Buy
2,906
+1,704
+142% +$45.7K ﹤0.01% 1308
2025
Q1 		$29.9K Buy
1,202
+397
+49% +$9.45K ﹤0.01% 1480
2024
Q4 		$18.2K Sell
805
-44
-5% -$955 ﹤0.01% 1681
2024
Q3 		$18.1K Buy
849
+127
+18% +$2.5K ﹤0.01% 1544
2024
Q2 		$13.9K Buy
722
+141
+24% +$2.88K ﹤0.01% 1687
2024
Q1 		$12.2K Buy
581
+224
+63% +$4.44K ﹤0.01% 1588
2023
Q4 		$7.44K Sell
357
-90
-20% -$1.73K ﹤0.01% 1695
2023
Q3 		$9.63K Buy
447
+71
+19% +$1.72K ﹤0.01% 1435
2023
Q2 		$9K Hold
376
– – ﹤0.01% 1485
2023
Q1 		$7.99K Buy
376
+91
+32% +$1.74K ﹤0.01% 1462
2022
Q4 		$4.66K Sell
285
-219
-43% -$3.25K ﹤0.01% 1636
2022
Q3 		$7K Buy
504
+63
+14% +$1.19K ﹤0.01% 1236
2022
Q2 		$11K Sell
441
-324
-42% -$9.68K ﹤0.01% 1007
2022
Q1 		$26K Buy
765
+105
+16% +$3.45K 0.01% 614
2021
Q4 		$21K Buy
+660
New +$21.7K 0.01% 660

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
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

EverSource Wealth Advisors's FMS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Fresenius Medical Care (FMS) stake by 42% in Q2 2026, selling an estimated $38.7K and leaving 2,413 shares worth $54.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

EverSource Wealth Advisors first reported a position in FMS in Q4 2021 and has held it in 19 quarters since. The position peaked at $93.3K in Q1 2026. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • EverSource Wealth Advisors held 2,413 shares of Fresenius Medical Care worth $54.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,722 Fresenius Medical Care shares in Q2 2026, an estimated $38.7K.
  • Fresenius Medical Care made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1728 holding.
  • EverSource Wealth Advisors first reported a position in Fresenius Medical Care in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Fresenius Medical Care position peaked at $93.3K in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.