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Hennessy Advisors Inc’s Fresenius Medical Care FMS Stock Holding History

Hennessy Advisors Inc’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 		– Sell
-337,800
Closed -$7.62M – 342
2026
Q1 		$7.62M Sell
337,800
-11,700
-3% -$269K 0.28% 109
2025
Q4 		$8.33M Sell
349,500
-22,700
-6% -$565K 0.3% 96
2025
Q3 		$9.8M Sell
372,200
-29,600
-7% -$761K 0.34% 79
2025
Q2 		$11.5M Buy
+401,800
New +$10.8M 0.38% 63

Other funds holding FMS

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Hennessy Advisors Inc's FMS Position: Q2 2026 in Review

Hennessy Advisors Inc sold out of Fresenius Medical Care (FMS) in Q2 2026, closing a stake of 337,800 shares — an estimated $7.62M sold.

Hennessy Advisors Inc first reported a position in FMS in Q2 2025 and held it in 4 quarters. The position peaked at $11.5M in Q2 2025. 52 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Hennessy Advisors Inc reported no remaining Fresenius Medical Care position as of Q2 2026 after selling out during the quarter.
  • Hennessy Advisors Inc sold 337,800 Fresenius Medical Care shares in Q2 2026, an estimated $7.62M.
  • Hennessy Advisors Inc first reported a position in Fresenius Medical Care in Q2 2025 and held it in 4 quarters.
  • Hennessy Advisors Inc's Fresenius Medical Care position peaked at $11.5M in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Hennessy Advisors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.