HFM
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Hartford Financial Management’s Fresenius Medical Care FMS Stock Holding History

Hartford Financial Management’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 		$34.1K Sell
1,508
-477
-24% -$10.7K 0.01% 220
2026
Q1 		$44.8K Buy
1,985
+15
+0.8% +$345 0.01% 197
2025
Q4 		$46.9K Buy
1,970
+26
+1% +$647 0.01% 194
2025
Q3 		$51.2K Buy
1,944
+107
+6% +$2.75K 0.01% 183
2025
Q2 		$52.5K Sell
1,837
-223
-11% -$5.99K 0.01% 184
2025
Q1 		$51.3K Hold
2,060
– – 0.01% 207
2024
Q4 		$46.6K Sell
2,060
-103
-5% -$2.24K 0.01% 213
2024
Q3 		$46.1K Buy
2,163
+259
+14% +$5.1K 0.01% 224
2024
Q2 		$36.3K Sell
1,904
-210
-10% -$4.28K 0.01% 238
2024
Q1 		$40.8K Buy
2,114
+426
+25% +$8.44K 0.01% 236
2023
Q4 		$35.2K Buy
1,688
+839
+99% +$16.1K 0.01% 242
2023
Q3 		$18.3K Buy
+849
New +$20.6K ﹤0.01% 266
2019
Q4 		– Sell
-40
Closed -$1K – 347
2019
Q3 		$1K Sell
40
-80
-67% -$2.83K ﹤0.01% 349
2019
Q2 		$5K Hold
120
– – ﹤0.01% 319
2019
Q1 		$5K Hold
120
– – ﹤0.01% 330
2018
Q4 		$4K Hold
120
– – ﹤0.01% 358
2018
Q3 		$6K Sell
120
-50
-29% -$2.5K ﹤0.01% 351
2018
Q2 		$9K Hold
170
– – ﹤0.01% 330
2018
Q1 		$8K Hold
170
– – ﹤0.01% 276
2017
Q4 		$8K Hold
170
– – ﹤0.01% 284
2017
Q3 		$8K Hold
170
– – ﹤0.01% 311
2017
Q2 		$8K Hold
170
– – ﹤0.01% 298
2017
Q1 		$7K Hold
170
– – ﹤0.01% 284
2016
Q4 		$7K Hold
170
– – ﹤0.01% 259
2016
Q3 		$7K Hold
170
– – ﹤0.01% 256
2016
Q2 		$7K Hold
170
– – ﹤0.01% 234
2016
Q1 		$7K Hold
170
– – ﹤0.01% 227
2015
Q4 		$7K Hold
170
– – ﹤0.01% 225
2015
Q3 		$6K Hold
170
– – ﹤0.01% 214
2015
Q2 		$7K Buy
+170
New +$7.26K ﹤0.01% 227
2015
Q1 		– Sell
-170
Closed -$6K – 149
2014
Q4 		$6K Hold
170
– – ﹤0.01% 210
2014
Q3 		$5K Hold
170
– – ﹤0.01% 246
2014
Q2 		$5K Buy
+170
New +$5.67K ﹤0.01% 248

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

Hartford Financial Management's FMS Position: Q2 2026 in Review

Hartford Financial Management reduced its Fresenius Medical Care (FMS) stake by 24% in Q2 2026, selling an estimated $10.7K and leaving 1,508 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #220.

Hartford Financial Management first reported a position in FMS in Q2 2014 and has held it in 33 quarters since. The position peaked at $52.5K in Q2 2025. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Hartford Financial Management held 1,508 shares of Fresenius Medical Care worth $34.1K as of Q2 2026.
  • Hartford Financial Management sold 477 Fresenius Medical Care shares in Q2 2026, an estimated $10.7K.
  • Fresenius Medical Care made up 0.01% of Hartford Financial Management's portfolio in Q2 2026, its #220 holding.
  • Hartford Financial Management first reported a position in Fresenius Medical Care in Q2 2014 and has held it in 33 quarters since.
  • Hartford Financial Management's Fresenius Medical Care position peaked at $52.5K in Q2 2025.
  • 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.