HRT Financial’s Fresenius Medical Care FMS Stock Holding History

HRT Financial’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	$1.94M	Buy	+85,837	New	+$1.97M	﹤0.01%	1639
2024 Q3	–	Sell	-59,651	Closed	-$1.14M	–	2656
2024 Q2	$1.14M	Sell	59,651 -27,914	-32%	-$569K	0.01%	967
2024 Q1	$1.69M	Buy	+87,565	New	+$1.74M	0.01%	651
2023 Q3	–	Sell	-55,586	Closed	-$1.33M	–	2624
2023 Q2	$1.33M	Sell	55,586 -7,457	-12%	-$171K	0.01%	782
2023 Q1	$1.34M	Buy	+63,043	New	+$1.21M	0.02%	805
2021 Q4	–	Sell	-6,518	Closed	-$227K	–	3462
2021 Q3	$227K	Buy	+6,518	New	+$255K	﹤0.01%	2596
2020 Q2	–	Sell	-26,894	Closed	-$882K	–	1607
2020 Q1	$882K	Buy	+26,894	New	+$1,000K	0.06%	279
2019 Q2	–	Sell	-7,316	Closed	-$296K	–	802
2019 Q1	$296K	Buy	+7,316	New	+$273K	0.05%	295

Other funds holding FMS

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

FMI

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 New York $240B AUM 35.51% 1-Year Est. Return

BIP

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

TAM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRSOTSOK

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

IHAM

Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return

HRT Financial's FMS Position: Q1 2026 in Review

HRT Financial opened a new position in Fresenius Medical Care (FMS) in Q1 2026: 85,837 shares worth $1.94M. The stake represents ﹤0.01% of the portfolio and ranks #1639 among its holdings. This is a return to the name: HRT Financial previously reported a position in FMS as recently as Q2 2024.

HRT Financial first reported a position in FMS in Q1 2019 and has held it in 8 quarters since. 218 funds tracked by Wall St. Rank hold FMS as of Q1 2026.

HRT Financial held 85,837 shares of Fresenius Medical Care worth $1.94M as of Q1 2026.
Fresenius Medical Care was a new HRT Financial position in Q1 2026.
Fresenius Medical Care made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #1639 holding.
HRT Financial first reported a position in Fresenius Medical Care in Q1 2019 and has held it in 8 quarters since.
218 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.