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IEQ Capital’s Fresenius Medical Care FMS Stock Holding History

IEQ 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
Q2 		$652K Buy
+28,855
New +$648K ﹤0.01% 1290
2025
Q4 		– Sell
-12,240
Closed -$322K – 1910
2025
Q3 		$322K Buy
+12,240
New +$315K ﹤0.01% 1488

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

IEQ Capital's FMS Position: Q2 2026 in Review

IEQ Capital opened a new position in Fresenius Medical Care (FMS) in Q2 2026: 28,855 shares worth $652K. The stake represents ﹤0.01% of the portfolio and ranks #1290 among its holdings. This is a return to the name: IEQ Capital previously reported a position in FMS as recently as Q3 2025.

IEQ Capital first reported a position in FMS in Q3 2025 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • IEQ Capital held 28,855 shares of Fresenius Medical Care worth $652K as of Q2 2026.
  • Fresenius Medical Care was a new IEQ Capital position in Q2 2026.
  • Fresenius Medical Care made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1290 holding.
  • IEQ Capital first reported a position in Fresenius Medical Care in Q3 2025 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.