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Innovative Asset Advisors Group’s Fresenius Medical Care FMS Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-31
Closed -$699 – 556
2026
Q1 		$699 Buy
+31
New +$712 ﹤0.01% 974

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

Innovative Asset Advisors Group's FMS Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Fresenius Medical Care (FMS) in Q2 2026, closing a stake of 31 shares — an estimated $699 sold.

Innovative Asset Advisors Group first reported a position in FMS in Q1 2026 and held it in 1 quarter. The position peaked at $699 in Q1 2026. 225 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Fresenius Medical Care position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 31 Fresenius Medical Care shares in Q2 2026, an estimated $699.
  • Innovative Asset Advisors Group first reported a position in Fresenius Medical Care in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Fresenius Medical Care position peaked at $699 in Q1 2026.
  • 225 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.