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Financial Consulate’s Fresenius Medical Care FMS Stock Holding History

Financial Consulate’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 		$10.4K Buy
460
+128
+39% +$2.87K ﹤0.01% 662
2026
Q1 		$7.49K Buy
332
+296
+822% +$6.8K ﹤0.01% 701
2025
Q4 		$858 Sell
36
-71
-66% -$1.77K ﹤0.01% 1047
2025
Q3 		$2.82K Buy
+107
New +$2.75K ﹤0.01% 742

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

Financial Consulate's FMS Position: Q2 2026 in Review

Financial Consulate increased its Fresenius Medical Care (FMS) stake by 39% in Q2 2026, buying an estimated $2.87K and bringing the position to 460 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Financial Consulate first reported a position in FMS in Q3 2025 and has held it in 4 quarters since. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Financial Consulate held 460 shares of Fresenius Medical Care worth $10.4K as of Q2 2026.
  • Financial Consulate bought 128 Fresenius Medical Care shares in Q2 2026, an estimated $2.87K.
  • Fresenius Medical Care made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #662 holding.
  • Financial Consulate first reported a position in Fresenius Medical Care in Q3 2025 and has held it in 4 quarters since.
  • 235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.