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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
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
$30.8B AUM
11.29%
1-Year Est. Return
FMI
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
New York
$134B AUM
35.51%
1-Year Est. Return
BIP
Brandes Investment Partners
La Jolla, California
$14.1B AUM
25.52%
1-Year Est. Return
TAM
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
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Frankfort, Kentucky
$12.9B AUM
31.03%
1-Year Est. Return
IHAM
Integral Health Asset Management
New York
$1.89B AUM
112.84%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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