Jones Financial Companies’s Fresenius Medical Care FMS Stock Holding History

Jones Financial Companies’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	$347K	Buy	14,925 +258	+2%	+$5.79K	﹤0.01%	2365
2026 Q1	$324K	Buy	14,667 +3,533	+32%	+$81.2K	﹤0.01%	2221
2025 Q4	$265K	Buy	11,134 +1,142	+11%	+$28.4K	﹤0.01%	1789
2025 Q3	$256K	Buy	9,992 +34	+0.3%	+$874	﹤0.01%	1690
2025 Q2	$281K	Buy	9,958 +290	+3%	+$7.78K	﹤0.01%	1518
2025 Q1	$240K	Buy	9,668 +5,158	+114%	+$123K	﹤0.01%	1427
2024 Q4	$102K	Buy	4,510 +2,012	+81%	+$43.7K	﹤0.01%	1620
2024 Q3	$53.2K	Buy	+2,498	New	+$49.2K	﹤0.01%	1613
2013 Q3	–	Sell	-2,975	Closed	-$105K	–	756
2013 Q2	$105K	Buy	+2,975	New	+$103K	﹤0.01%	253

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

Jones Financial Companies's FMS Position: Q2 2026 in Review

Jones Financial Companies increased its Fresenius Medical Care (FMS) stake by 1.8% in Q2 2026, buying an estimated $5.79K and bringing the position to 14,925 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #2365.

Jones Financial Companies first reported a position in FMS in Q2 2013 and has held it in 9 quarters since. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Jones Financial Companies held 14,925 shares of Fresenius Medical Care worth $347K as of Q2 2026.
Jones Financial Companies bought 258 Fresenius Medical Care shares in Q2 2026, an estimated $5.79K.
Fresenius Medical Care made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2365 holding.
Jones Financial Companies first reported a position in Fresenius Medical Care in Q2 2013 and has held it in 9 quarters since.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.