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

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return