GHP Investment Advisors’s Fresenius Medical Care FMS Stock Holding History

GHP Investment 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	$543	Hold	24	–	–	﹤0.01%	1075
2026 Q1	$542	Sell	24 -2,116	-99%	-$48.6K	﹤0.01%	1101
2025 Q4	$51K	Hold	2,140	–	–	﹤0.01%	519
2025 Q3	$56.3K	Hold	2,140	–	–	﹤0.01%	505
2025 Q2	$61.1K	Hold	2,140	–	–	﹤0.01%	496
2025 Q1	$53.3K	Hold	2,140	–	–	﹤0.01%	496
2024 Q4	$48.5K	Hold	2,140	–	–	﹤0.01%	503
2024 Q3	$45.6K	Hold	2,140	–	–	﹤0.01%	520
2024 Q2	$40.9K	Hold	2,140	–	–	﹤0.01%	520
2024 Q1	$41.3K	Hold	2,140	–	–	﹤0.01%	514
2023 Q4	$44.6K	Hold	2,140	–	–	﹤0.01%	499
2023 Q3	$36.7K	Hold	2,140	–	–	﹤0.01%	531
2023 Q2	$55.8K	Hold	2,140	–	–	﹤0.01%	480
2023 Q1	$45.5K	Hold	2,140	–	–	﹤0.01%	496
2022 Q4	$35K	Hold	2,140	–	–	﹤0.01%	531
2022 Q3	$30K	Hold	2,140	–	–	﹤0.01%	535
2022 Q2	$53K	Hold	2,140	–	–	﹤0.01%	474
2022 Q1	$72K	Buy	+2,140	New	+$70.4K	﹤0.01%	451
2018 Q4	–	Sell	-4,280	Closed	-$220K	–	292
2018 Q3	$220K	Sell	4,280 -360	-8%	-$18K	0.03%	286
2018 Q2	$234K	Hold	4,640	–	–	0.03%	272
2018 Q1	$237K	Hold	4,640	–	–	0.03%	271
2017 Q4	$244K	Hold	4,640	–	–	0.03%	276
2017 Q3	$227K	Hold	4,640	–	–	0.03%	276
2017 Q2	$224K	Buy	+4,640	New	+$214K	0.04%	281
2016 Q4	–	Sell	-4,640	Closed	-$203K	–	293
2016 Q3	$203K	Hold	4,640	–	–	0.04%	273
2016 Q2	$202K	Sell	4,640 -21	-0.5%	-$905	0.04%	269
2016 Q1	$205K	Buy	+4,661	New	+$197K	0.05%	272
2015 Q3	–	Sell	-4,640	Closed	-$201K	–	279
2015 Q2	$201K	Buy	+4,640	New	+$198K	0.05%	274

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

GHP Investment Advisors's FMS Position: Q2 2026 in Review

GHP Investment Advisors held its Fresenius Medical Care (FMS) position steady in Q2 2026 at 24 shares worth $543. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

GHP Investment Advisors first reported a position in FMS in Q2 2015 and has held it in 28 quarters since. The position peaked at $244K in Q4 2017. 233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

GHP Investment Advisors held 24 shares of Fresenius Medical Care worth $543 as of Q2 2026.
GHP Investment Advisors left its Fresenius Medical Care share count unchanged in Q2 2026.
Fresenius Medical Care made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #1075 holding.
GHP Investment Advisors first reported a position in Fresenius Medical Care in Q2 2015 and has held it in 28 quarters since.
GHP Investment Advisors's Fresenius Medical Care position peaked at $244K in Q4 2017.
233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.