GRP
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Global Retirement Partners’s Fresenius Medical Care FMS Stock Holding History

Global Retirement Partners’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 		$15.1K Buy
+669
New +$15K ﹤0.01% 3206
2025
Q4 		$14.3K Buy
600
+314
+110% +$7.81K ﹤0.01% 3022
2025
Q3 		$7.53K Sell
286
-3,007
-91% -$77.3K ﹤0.01% 2808
2025
Q2 		$94.1K Buy
+3,293
New +$88.4K ﹤0.01% 1465
2024
Q4 		– Sell
-90
Closed -$1.92K – 3698
2024
Q3 		$1.92K Hold
90
– – ﹤0.01% 2952
2024
Q2 		$1.72K Hold
90
– – ﹤0.01% 3023
2024
Q1 		$1.74K Sell
90
-179
-67% -$3.55K ﹤0.01% 2796
2023
Q4 		$5.28K Buy
269
+23
+9% +$442 ﹤0.01% 2305
2023
Q3 		$5.1K Buy
246
+156
+173% +$3.79K ﹤0.01% 2190
2023
Q2 		$2.15K Hold
90
– – ﹤0.01% 2528
2023
Q1 		$2.13K Hold
90
– – ﹤0.01% 2488
2022
Q4 		$1.47K Sell
90
-50
-36% -$741 ﹤0.01% 2469
2022
Q3 		$2K Buy
140
+124
+775% +$2.34K ﹤0.01% 2231
2022
Q2 		$0 Sell
16
-78
-83% -$2.33K ﹤0.01% 2741
2022
Q1 		$3K Buy
+94
New +$3.09K ﹤0.01% 2052
2021
Q4 		– Sell
-393
Closed -$14K – 771
2021
Q3 		$14K Buy
393
+48
+14% +$1.88K ﹤0.01% 1314
2021
Q2 		$14K Buy
+345
New +$13.8K ﹤0.01% 1295
2021
Q1 		– Sell
-27
Closed -$1K – 1811
2020
Q4 		$1K Buy
+27
New +$1.13K ﹤0.01% 1672
2020
Q3 		– Sell
-150
Closed -$6K – 1655
2020
Q2 		$6K Buy
150
+18
+14% +$711 ﹤0.01% 1239
2020
Q1 		$4K Hold
132
– – ﹤0.01% 1279
2019
Q4 		$5K Hold
132
– – ﹤0.01% 1331
2019
Q3 		$4K Hold
132
– – ﹤0.01% 1339
2019
Q2 		$5K Hold
132
– – ﹤0.01% 1283
2019
Q1 		$5K Hold
132
– – ﹤0.01% 1235
2018
Q4 		$4K Hold
132
– – ﹤0.01% 1203
2018
Q3 		$7K Hold
132
– – ﹤0.01% 1131
2018
Q2 		$7K Hold
132
– – ﹤0.01% 1094
2018
Q1 		$7K Hold
132
– – ﹤0.01% 1063
2017
Q4 		$7K Hold
132
– – ﹤0.01% 1015
2017
Q3 		$6K Buy
+132
New +$6.28K ﹤0.01% 961

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

Global Retirement Partners's FMS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Fresenius Medical Care (FMS) in Q2 2026: 669 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #3206 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FMS as recently as Q4 2025.

Global Retirement Partners first reported a position in FMS in Q3 2017 and has held it in 30 quarters since. The position peaked at $94.1K in Q2 2025. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Global Retirement Partners held 669 shares of Fresenius Medical Care worth $15.1K as of Q2 2026.
  • Fresenius Medical Care was a new Global Retirement Partners position in Q2 2026.
  • Fresenius Medical Care made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3206 holding.
  • Global Retirement Partners first reported a position in Fresenius Medical Care in Q3 2017 and has held it in 30 quarters since.
  • Global Retirement Partners's Fresenius Medical Care position peaked at $94.1K in Q2 2025.
  • 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.