JNBA Financial Advisors’s Fresenius Medical Care FMS Stock Holding History

JNBA Financial 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	$6.82K	Hold	301	–	–	﹤0.01%	567
2026 Q1	$6.8K	Hold	301	–	–	﹤0.01%	545
2025 Q4	$7.18K	Hold	301	–	–	﹤0.01%	524
2025 Q3	$7.94K	Hold	301	–	–	﹤0.01%	505
2025 Q2	$8.61K	Hold	301	–	–	﹤0.01%	476
2025 Q1	$7.5K	Hold	301	–	–	﹤0.01%	488
2024 Q4	$6.82K	Hold	301	–	–	﹤0.01%	496
2024 Q3	$6.42K	Hold	301	–	–	﹤0.01%	521
2024 Q2	$5.75K	Hold	301	–	–	﹤0.01%	513
2024 Q1	$5.81K	Hold	301	–	–	﹤0.01%	521
2023 Q4	$6.28K	Hold	301	–	–	﹤0.01%	514
2023 Q3	$6.49K	Hold	301	–	–	﹤0.01%	511
2023 Q2	$7.21K	Hold	301	–	–	﹤0.01%	499
2023 Q1	$6.41K	Hold	301	–	–	﹤0.01%	522
2022 Q4	$4.92K	Hold	301	–	–	﹤0.01%	521
2022 Q3	$4K	Hold	301	–	–	﹤0.01%	546
2022 Q2	$8K	Hold	301	–	–	﹤0.01%	513
2022 Q1	$10K	Hold	301	–	–	﹤0.01%	496
2021 Q4	$10K	Hold	301	–	–	﹤0.01%	526
2021 Q3	$11K	Hold	301	–	–	﹤0.01%	508
2021 Q2	$13K	Hold	301	–	–	﹤0.01%	454
2021 Q1	$11K	Hold	301	–	–	﹤0.01%	453
2020 Q4	$13K	Hold	301	–	–	﹤0.01%	413
2020 Q3	$13K	Hold	301	–	–	﹤0.01%	383
2020 Q2	$13K	Hold	301	–	–	﹤0.01%	376
2020 Q1	$10K	Hold	301	–	–	﹤0.01%	378
2019 Q4	$11K	Hold	301	–	–	﹤0.01%	424
2019 Q3	$10K	Hold	301	–	–	﹤0.01%	408
2019 Q2	$12K	Hold	301	–	–	﹤0.01%	413
2019 Q1	$12K	Hold	301	–	–	﹤0.01%	386
2018 Q4	$10K	Buy	+301	New	+$12.2K	﹤0.01%	378
2018 Q3	–	Sell	-301	Closed	-$15K	–	565
2018 Q2	$15K	Hold	301	–	–	﹤0.01%	346
2018 Q1	$15K	Hold	301	–	–	﹤0.01%	335
2017 Q4	$16K	Hold	301	–	–	﹤0.01%	333
2017 Q3	$15K	Hold	301	–	–	﹤0.01%	327
2017 Q2	$15K	Hold	301	–	–	﹤0.01%	319
2017 Q1	$13K	Hold	301	–	–	﹤0.01%	337
2016 Q4	$13K	Sell	301 -160	-35%	-$6.53K	﹤0.01%	341
2016 Q3	$20K	Buy	461 +160	+53%	+$7.16K	﹤0.01%	813
2016 Q2	$13K	Hold	301	–	–	﹤0.01%	326
2016 Q1	$13K	Hold	301	–	–	﹤0.01%	322
2015 Q4	$13K	Hold	301	–	–	0.01%	325
2015 Q3	$12K	Hold	301	–	–	0.01%	333
2015 Q2	$13K	Hold	301	–	–	﹤0.01%	334
2015 Q1	$12K	Hold	301	–	–	﹤0.01%	348
2014 Q4	$11K	Hold	301	–	–	﹤0.01%	349
2014 Q3	$10K	Hold	301	–	–	﹤0.01%	366
2014 Q2	$10K	Hold	301	–	–	﹤0.01%	349
2014 Q1	$11K	Hold	301	–	–	0.01%	315
2013 Q4	$11K	Hold	301	–	–	0.01%	305
2013 Q3	$10K	Hold	301	–	–	0.01%	304
2013 Q2	$11K	Buy	+301	New	+$10.5K	0.01%	252

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

JNBA Financial Advisors's FMS Position: Q2 2026 in Review

JNBA Financial Advisors held its Fresenius Medical Care (FMS) position steady in Q2 2026 at 301 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

JNBA Financial Advisors first reported a position in FMS in Q2 2013 and has held it in 52 quarters since. The position peaked at $20K in Q3 2016. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

JNBA Financial Advisors held 301 shares of Fresenius Medical Care worth $6.82K as of Q2 2026.
JNBA Financial Advisors left its Fresenius Medical Care share count unchanged in Q2 2026.
Fresenius Medical Care made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #567 holding.
JNBA Financial Advisors first reported a position in Fresenius Medical Care in Q2 2013 and has held it in 52 quarters since.
JNBA Financial Advisors's Fresenius Medical Care position peaked at $20K in Q3 2016.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.