IFP Advisors’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.5K | Hold |
464
| – | – | ﹤0.01% | 3367 |
|
|
2026
Q1 | $10.5K | Hold |
464
| – | – | ﹤0.01% | 3126 |
|
|
2025
Q4 | $11.1K | Hold |
464
| – | – | ﹤0.01% | 3010 |
|
|
2025
Q3 | $12.2K | Hold |
464
| – | – | ﹤0.01% | 2804 |
|
|
2025
Q2 | $13.3K | Hold |
464
| – | – | ﹤0.01% | 2763 |
|
|
2025
Q1 | $11.6K | Sell |
464
-38
| -8% | -$905 | ﹤0.01% | 2535 |
|
|
2024
Q4 | $11.4K | Buy |
502
+38
| +8% | +$825 | ﹤0.01% | 2482 |
|
|
2024
Q3 | $9.88K | Hold |
464
| – | – | ﹤0.01% | 2437 |
|
|
2024
Q2 | $8.86K | Sell |
464
-1,110
| -71% | -$22.6K | ﹤0.01% | 2380 |
|
|
2024
Q1 | $30.3K | Buy |
1,574
+1,152
| +273% | +$22.8K | ﹤0.01% | 1788 |
|
|
2023
Q4 | $8.79K | Hold |
422
| – | – | ﹤0.01% | 2238 |
|
|
2023
Q3 | $9.09K | Buy |
+422
| New | +$10.2K | ﹤0.01% | 2288 |
|
|
2023
Q2 | – | Sell |
-4,390
| Closed | -$325K | – | 3489 |
|
|
2023
Q1 | $325K | Buy |
4,390
+2,293
| +109% | +$43.9K | 0.01% | 747 |
|
|
2022
Q4 | $155K | Buy |
2,097
+479
| +30% | +$7.1K | ﹤0.01% | 1481 |
|
|
2022
Q3 | $120K | Buy |
1,618
+1,539
| +1,948% | +$29.1K | ﹤0.01% | 1729 |
|
|
2022
Q2 | $6K | Hold |
79
| – | – | ﹤0.01% | 3681 |
|
|
2022
Q1 | $6K | Buy |
+79
| New | +$2.6K | ﹤0.01% | 3681 |
|
|
2020
Q1 | – | Sell |
-4
| Closed | -$149 | – | 2843 |
|
|
2019
Q4 | $0 | Sell |
4
-55
| -93% | -$1.95K | ﹤0.01% | 2927 |
|
|
2019
Q3 | $2K | Buy |
+59
| New | +$2.09K | ﹤0.01% | 2684 |
|
|
2019
Q1 | $64K | Sell |
1,543
-116
| -7% | -$4.32K | 0.01% | 860 |
|
|
2018
Q4 | $53K | Sell |
1,659
-9
| -0.5% | -$363 | ﹤0.01% | 1578 |
|
|
2018
Q3 | $86K | Buy |
1,668
+21
| +1% | +$1.05K | ﹤0.01% | 1577 |
|
|
2018
Q2 | $83K | Sell |
1,647
-208
| -11% | -$10.5K | ﹤0.01% | 1590 |
|
|
2018
Q1 | $97K | Hold |
1,855
| – | – | ﹤0.01% | 1403 |
|
|
2017
Q4 | $97K | Sell |
1,855
-18
| -1% | -$894 | ﹤0.01% | 1415 |
|
|
2017
Q3 | $92K | Sell |
1,873
-72
| -4% | -$3.42K | ﹤0.01% | 1603 |
|
|
2017
Q2 | $94K | Buy |
1,945
+65
| +3% | +$2.99K | ﹤0.01% | 1557 |
|
|
2017
Q1 | $79K | Buy |
1,880
+23
| +1% | +$951 | ﹤0.01% | 1653 |
|
|
2016
Q4 | $78K | Sell |
1,857
-22
| -1% | -$898 | ﹤0.01% | 1608 |
|
|
2016
Q3 | $82K | Buy |
1,879
+39
| +2% | +$1.75K | ﹤0.01% | 1493 |
|
|
2016
Q2 | $80K | Buy |
1,840
+297
| +19% | +$12.8K | ﹤0.01% | 1470 |
|
|
2016
Q1 | $64K | Buy |
1,543
+1,502
| +3,663% | +$63.6K | 0.01% | 860 |
|
|
2015
Q4 | $2K | Buy |
+41
| New | +$1.73K | ﹤0.01% | 3315 |
|
Other funds holding FMS
FMI
BIP
TAM
TRSOTSOK
IFP Advisors's FMS Position: Q2 2026 in Review
IFP Advisors held its Fresenius Medical Care (FMS) position steady in Q2 2026 at 464 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3367.
IFP Advisors first reported a position in FMS in Q4 2015 and has held it in 33 quarters since. The position peaked at $325K in Q1 2023. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.
- IFP Advisors held 464 shares of Fresenius Medical Care worth $10.5K as of Q2 2026.
- IFP Advisors left its Fresenius Medical Care share count unchanged in Q2 2026.
- Fresenius Medical Care made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3367 holding.
- IFP Advisors first reported a position in Fresenius Medical Care in Q4 2015 and has held it in 33 quarters since.
- IFP Advisors's Fresenius Medical Care position peaked at $325K in Q1 2023.
- 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.