Focus Partners Wealth
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Focus Partners Wealth’s Fresenius Medical Care FMS Stock Holding History

Focus Partners Wealth’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 		$301K Buy
+13,298
New +$299K ﹤0.01% 2262
2025
Q4 		– Sell
-17,271
Closed -$6.52M – 2721
2025
Q3 		$6.52M Buy
+17,271
New +$444K 0.01% 676

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

Focus Partners Wealth's FMS Position: Q2 2026 in Review

Focus Partners Wealth opened a new position in Fresenius Medical Care (FMS) in Q2 2026: 13,298 shares worth $301K. The stake represents ﹤0.01% of the portfolio and ranks #2262 among its holdings. This is a return to the name: Focus Partners Wealth previously reported a position in FMS as recently as Q3 2025.

Focus Partners Wealth first reported a position in FMS in Q3 2025 and has held it in 2 quarters since. The position peaked at $6.52M in Q3 2025. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Focus Partners Wealth held 13,298 shares of Fresenius Medical Care worth $301K as of Q2 2026.
  • Fresenius Medical Care was a new Focus Partners Wealth position in Q2 2026.
  • Fresenius Medical Care made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2262 holding.
  • Focus Partners Wealth first reported a position in Fresenius Medical Care in Q3 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's Fresenius Medical Care position peaked at $6.52M in Q3 2025.
  • 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.