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 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	–	566
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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Integral Health Asset Management New York $1.89B AUM 112.84% 1-Year Est. Return