IMA Advisory Services’s Fresenius Medical Care FMS Stock Holding History

IMA Advisory Services’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	$1.47K	Buy	65 +25	+63%	+$561	﹤0.01%	1160
2026 Q1	$902	Sell	40 -11	-22%	-$253	﹤0.01%	795
2025 Q4	$1.21K	Buy	+51	New	+$1.27K	﹤0.01%	753
2019 Q1	–	Sell	-46	Closed	-$1K	–	296
2018 Q4	$1K	Hold	46	–	–	﹤0.01%	310
2018 Q3	$2K	Hold	46	–	–	﹤0.01%	298
2018 Q2	$2K	Buy	+46	New	+$2.33K	﹤0.01%	393

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

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 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

IMA Advisory Services's FMS Position: Q2 2026 in Review

IMA Advisory Services increased its Fresenius Medical Care (FMS) stake by 63% in Q2 2026, buying an estimated $561 and bringing the position to 65 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

IMA Advisory Services first reported a position in FMS in Q2 2018 and has held it in 6 quarters since. The position peaked at $2K in Q3 2018. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

IMA Advisory Services held 65 shares of Fresenius Medical Care worth $1.47K as of Q2 2026.
IMA Advisory Services bought 25 Fresenius Medical Care shares in Q2 2026, an estimated $561.
Fresenius Medical Care made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1160 holding.
IMA Advisory Services first reported a position in Fresenius Medical Care in Q2 2018 and has held it in 6 quarters since.
IMA Advisory Services's Fresenius Medical Care position peaked at $2K in Q3 2018.
235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.