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Frazier Financial Advisors’s Fresenius Medical Care FMS Stock Holding History

Frazier Financial 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 		– Sell
-37
Closed -$835 – 704
2026
Q1 		$835 Buy
+37
New +$850 ﹤0.01% 645
2024
Q4 		– Sell
-112
Closed -$2.39K – 736
2024
Q3 		$2.39K Sell
112
-409
-79% -$8.05K ﹤0.01% 683
2024
Q2 		$9.95K Buy
521
+361
+226% +$7.36K 0.01% 437
2024
Q1 		$3.08K Buy
160
+105
+191% +$2.08K ﹤0.01% 698
2023
Q4 		$1.15K Buy
+55
New +$1.06K ﹤0.01% 738

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

Frazier Financial Advisors's FMS Position: Q2 2026 in Review

Frazier Financial Advisors sold out of Fresenius Medical Care (FMS) in Q2 2026, closing a stake of 37 shares — an estimated $835 sold.

Frazier Financial Advisors first reported a position in FMS in Q4 2023 and held it in 5 quarters. The position peaked at $9.95K in Q2 2024. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Frazier Financial Advisors reported no remaining Fresenius Medical Care position as of Q2 2026 after selling out during the quarter.
  • Frazier Financial Advisors sold 37 Fresenius Medical Care shares in Q2 2026, an estimated $835.
  • Frazier Financial Advisors first reported a position in Fresenius Medical Care in Q4 2023 and held it in 5 quarters.
  • Frazier Financial Advisors's Fresenius Medical Care position peaked at $9.95K in Q2 2024.
  • 235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.