Franklin Street Advisors’s Fresenius Medical Care FMS Stock Holding History

Franklin Street 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	$201K	Hold	8,896	–	–	0.01%	169
2026 Q1	$201K	Hold	8,896	–	–	0.01%	165
2025 Q4	$212K	Hold	8,896	–	–	0.01%	162
2025 Q3	$234K	Hold	8,896	–	–	0.01%	154
2025 Q2	$254K	Hold	8,896	–	–	0.02%	156
2025 Q1	$222K	Hold	8,896	–	–	0.02%	151
2024 Q4	$201K	Buy	+8,896	New	+$193K	0.01%	158
2021 Q3	–	Sell	-4,924	Closed	-$205K	–	156
2021 Q2	$205K	Buy	+4,924	New	+$197K	0.02%	149

Other funds holding FMS

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

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

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 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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

Franklin Street Advisors's FMS Position: Q2 2026 in Review

Franklin Street Advisors held its Fresenius Medical Care (FMS) position steady in Q2 2026 at 8,896 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #169.

Franklin Street Advisors first reported a position in FMS in Q2 2021 and has held it in 8 quarters since. The position peaked at $254K in Q2 2025. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Franklin Street Advisors held 8,896 shares of Fresenius Medical Care worth $201K as of Q2 2026.
Franklin Street Advisors left its Fresenius Medical Care share count unchanged in Q2 2026.
Fresenius Medical Care made up 0.01% of Franklin Street Advisors's portfolio in Q2 2026, its #169 holding.
Franklin Street Advisors first reported a position in Fresenius Medical Care in Q2 2021 and has held it in 8 quarters since.
Franklin Street Advisors's Fresenius Medical Care position peaked at $254K in Q2 2025.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Franklin Street Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.