Forum Financial Management’s Fresenius Medical Care FMS Stock Holding History

Forum Financial 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 Q1	–	Sell	-13,510	Closed	-$322K	–	582
2025 Q4	$322K	Hold	13,510	–	–	﹤0.01%	712
2025 Q3	$356K	Buy	13,510 +4,564	+51%	+$117K	﹤0.01%	640
2025 Q2	$256K	Sell	8,946 -1,945	-18%	-$52.2K	﹤0.01%	762
2025 Q1	$271K	Hold	10,891	–	–	﹤0.01%	645
2024 Q4	$247K	Buy	+10,891	New	+$236K	﹤0.01%	734
2022 Q3	–	Sell	-9,081	Closed	-$226K	–	566
2022 Q2	$226K	Hold	9,081	–	–	0.01%	462
2022 Q1	$305K	Hold	9,081	–	–	0.01%	387
2021 Q4	$295K	Buy	+9,081	New	+$299K	0.02%	431

Other funds holding FMS

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return

Forum Financial Management's FMS Position: Q1 2026 in Review

Forum Financial Management sold out of Fresenius Medical Care (FMS) in Q1 2026, closing a stake of 13,510 shares — an estimated $322K sold.

Forum Financial Management first reported a position in FMS in Q4 2021 and held it in 8 quarters. The position peaked at $356K in Q3 2025. 220 funds tracked by Wall St. Rank hold FMS as of Q1 2026.

Forum Financial Management reported no remaining Fresenius Medical Care position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 13,510 Fresenius Medical Care shares in Q1 2026, an estimated $322K.
Forum Financial Management first reported a position in Fresenius Medical Care in Q4 2021 and held it in 8 quarters.
Forum Financial Management's Fresenius Medical Care position peaked at $356K in Q3 2025.
220 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.