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JFS Wealth Advisors’s Fresenius Medical Care FMS Stock Holding History

JFS Wealth Advisors’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 		$1.79K Hold
79
– – ﹤0.01% 1646
2026
Q1 		$1.78K Sell
79
-109
-58% -$2.5K ﹤0.01% 1539
2025
Q4 		$4.48K Hold
188
– – ﹤0.01% 1281
2025
Q3 		$4.95K Hold
188
– – ﹤0.01% 1120
2025
Q2 		$5.37K Hold
188
– – ﹤0.01% 1059
2025
Q1 		$4.68K Hold
188
– – ﹤0.01% 1150
2024
Q4 		$4.26K Buy
188
+25
+15% +$543 ﹤0.01% 1187
2024
Q3 		$3.47K Sell
163
-4
-2% -$79 ﹤0.01% 1251
2024
Q2 		$3.19K Hold
167
– – ﹤0.01% 1246
2024
Q1 		$3.22K Sell
167
-3
-2% -$59 ﹤0.01% 1268
2023
Q4 		$3.54K Sell
170
-33
-16% -$634 ﹤0.01% 1197
2023
Q3 		$4.37K Sell
203
-5
-2% -$121 ﹤0.01% 1044
2023
Q2 		$4.98K Buy
208
+52
+33% +$1.19K ﹤0.01% 1008
2023
Q1 		$3.32K Sell
156
-43
-22% -$823 ﹤0.01% 1156
2022
Q4 		$3.25K Sell
199
-58
-23% -$860 ﹤0.01% 1172
2022
Q3 		$4K Buy
257
+187
+267% +$3.54K ﹤0.01% 1057
2022
Q2 		$2K Sell
70
-209
-75% -$6.25K ﹤0.01% 1317
2022
Q1 		$9K Buy
279
+232
+494% +$7.63K ﹤0.01% 820
2021
Q4 		$2K Buy
+47
New +$1.55K ﹤0.01% 1076
2018
Q2 		– Sell
-101
Closed -$5K – 498
2018
Q1 		$5K Hold
101
– – ﹤0.01% 418
2017
Q4 		$5K Buy
+101
New +$5.02K ﹤0.01% 424

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

JFS Wealth Advisors's FMS Position: Q2 2026 in Review

JFS Wealth Advisors held its Fresenius Medical Care (FMS) position steady in Q2 2026 at 79 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

JFS Wealth Advisors first reported a position in FMS in Q4 2017 and has held it in 21 quarters since. The position peaked at $9K in Q1 2022. 233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • JFS Wealth Advisors held 79 shares of Fresenius Medical Care worth $1.79K as of Q2 2026.
  • JFS Wealth Advisors left its Fresenius Medical Care share count unchanged in Q2 2026.
  • Fresenius Medical Care made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1646 holding.
  • JFS Wealth Advisors first reported a position in Fresenius Medical Care in Q4 2017 and has held it in 21 quarters since.
  • JFS Wealth Advisors's Fresenius Medical Care position peaked at $9K in Q1 2022.
  • 233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.