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Guggenheim Capital’s Fresenius Medical Care FMS Stock Holding History

Guggenheim Capital’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 		$488K Sell
21,586
-84
-0.4% -$1.89K ﹤0.01% 1297
2026
Q1 		$489K Sell
21,670
-322
-1% -$7.4K ﹤0.01% 1210
2025
Q4 		$524K Sell
21,992
-70
-0.3% -$1.74K ﹤0.01% 1256
2025
Q3 		$581K Sell
22,062
-589
-3% -$15.1K ﹤0.01% 1122
2025
Q2 		$647K Buy
22,651
+5,286
+30% +$142K 0.01% 1056
2025
Q1 		$432K Buy
17,365
+2,385
+16% +$56.8K ﹤0.01% 1272
2024
Q4 		$339K Buy
+14,980
New +$325K ﹤0.01% 1408
2016
Q2 		– Sell
-27,321
Closed -$1.21M – 2895
2016
Q1 		$1.21M Sell
27,321
-2,894
-10% -$123K ﹤0.01% 1935
2015
Q4 		$1.26M Sell
30,215
-1,643
-5% -$69.2K ﹤0.01% 1963
2015
Q3 		$1.24M Sell
31,858
-2,337
-7% -$95.1K ﹤0.01% 1962
2015
Q2 		$1.42M Sell
34,195
-184
-0.5% -$7.86K ﹤0.01% 2019
2015
Q1 		$1.43M Sell
34,379
-5,948
-15% -$230K ﹤0.01% 2044
2014
Q4 		$1.5M Buy
40,327
+918
+2% +$33.1K ﹤0.01% 1957
2014
Q3 		$1.37M Buy
39,409
+20,305
+106% +$700K ﹤0.01% 2027
2014
Q2 		$640K Buy
+19,104
New +$637K ﹤0.01% 2493
2013
Q4 		– Sell
-20,558
Closed -$666K – 3209
2013
Q3 		$666K Buy
+20,558
New +$669K ﹤0.01% 2316

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

Guggenheim Capital's FMS Position: Q2 2026 in Review

Guggenheim Capital reduced its Fresenius Medical Care (FMS) stake by 0.39% in Q2 2026, selling an estimated $1.89K and leaving 21,586 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Guggenheim Capital first reported a position in FMS in Q3 2013 and has held it in 16 quarters since. The position peaked at $1.5M in Q4 2014. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Guggenheim Capital held 21,586 shares of Fresenius Medical Care worth $488K as of Q2 2026.
  • Guggenheim Capital sold 84 Fresenius Medical Care shares in Q2 2026, an estimated $1.89K.
  • Fresenius Medical Care made up ﹤0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1297 holding.
  • Guggenheim Capital first reported a position in Fresenius Medical Care in Q3 2013 and has held it in 16 quarters since.
  • Guggenheim Capital's Fresenius Medical Care position peaked at $1.5M in Q4 2014.
  • 235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.