FMI
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Fiduciary Management Inc’s Fresenius Medical Care FMS Stock Holding History

Fiduciary Management Inc’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 		$101M Sell
4,462,106
-499,863
-10% -$11.5M 1.25% 44
2025
Q4 		$118M Sell
4,961,969
-495,419
-9% -$12.3M 1.3% 40
2025
Q3 		$144M Sell
5,457,388
-198,984
-4% -$5.12M 1.45% 40
2025
Q2 		$162M Sell
5,656,372
-293,639
-5% -$7.88M 1.55% 29
2025
Q1 		$148M Sell
5,950,011
-358,652
-6% -$8.54M 1.43% 31
2024
Q4 		$143M Sell
6,308,663
-252,521
-4% -$5.48M 1.33% 36
2024
Q3 		$140M Buy
6,561,184
+1,391,259
+27% +$27.4M 1.22% 37
2024
Q2 		$98.7M Sell
5,169,925
-238,339
-4% -$4.86M 0.92% 53
2024
Q1 		$104M Sell
5,408,264
-265,149
-5% -$5.26M 0.93% 51
2023
Q4 		$118M Sell
5,673,413
-417,637
-7% -$8.02M 1.11% 43
2023
Q3 		$131M Sell
6,091,050
-100,183
-2% -$2.43M 1.34% 32
2023
Q2 		$148M Buy
6,191,233
+1,019,948
+20% +$23.4M 1.5% 30
2023
Q1 		$110M Sell
5,171,285
-227,268
-4% -$4.35M 1.11% 39
2022
Q4 		$88.2M Sell
5,398,553
-710,577
-12% -$10.5M 0.89% 45
2022
Q3 		$85.8M Sell
6,109,130
-255,173
-4% -$4.82M 0.9% 41
2022
Q2 		$159M Sell
6,364,303
-177,151
-3% -$5.29M 1.5% 30
2022
Q1 		$220M Sell
6,541,454
-457,750
-7% -$15.1M 1.78% 27
2021
Q4 		$227M Sell
6,999,204
-698,852
-9% -$23M 1.67% 28
2021
Q3 		$269M Buy
7,698,056
+69,763
+0.9% +$2.73M 2.01% 23
2021
Q2 		$317M Buy
7,628,293
+1,120,121
+17% +$44.8M 2.33% 16
2021
Q1 		$240M Buy
+6,508,172
New +$246M 1.8% 25

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fiduciary Management Inc's FMS Position: Q1 2026 in Review

Fiduciary Management Inc reduced its Fresenius Medical Care (FMS) stake by 10% in Q1 2026, selling an estimated $11.5M and leaving 4,462,106 shares worth $101M. The position accounts for 1.25% of the portfolio, ranked #44.

Fiduciary Management Inc first reported a position in FMS in Q1 2021 and has held it in 21 quarters since. The position peaked at $317M in Q2 2021. 218 funds tracked by Wall St. Rank hold FMS as of Q1 2026.

  • Fiduciary Management Inc held 4,462,106 shares of Fresenius Medical Care worth $101M as of Q1 2026.
  • Fiduciary Management Inc sold 499,863 Fresenius Medical Care shares in Q1 2026, an estimated $11.5M.
  • Fresenius Medical Care made up 1.25% of Fiduciary Management Inc's portfolio in Q1 2026, its #44 holding.
  • Fiduciary Management Inc first reported a position in Fresenius Medical Care in Q1 2021 and has held it in 21 quarters since.
  • Fiduciary Management Inc's Fresenius Medical Care position peaked at $317M in Q2 2021.
  • 218 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2026.

Based on Fiduciary Management Inc's 13F filing for Q1 2026, filed 14 May 2026.