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 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 $30.8B AUM 11.29% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Integral Health Asset Management New York $1.89B AUM 112.84% 1-Year Est. Return