Highland Investment Advisors LLC’s Fresenius Medical Care FMS Stock Holding History

Highland Investment Advisors LLC’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	$203	Buy	+9	New	+$202	﹤0.01%	633

Other funds holding FMS

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

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

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Highland Investment Advisors LLC's FMS Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Fresenius Medical Care (FMS) in Q2 2026: 9 shares worth $203. The stake represents ﹤0.01% of the portfolio and ranks #633 among its holdings.

187 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Highland Investment Advisors LLC held 9 shares of Fresenius Medical Care worth $203 as of Q2 2026.
Fresenius Medical Care was a new Highland Investment Advisors LLC position in Q2 2026.
Fresenius Medical Care made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #633 holding.
187 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.