Kestra Advisory Services’s Fresenius Medical Care FMS Stock Holding History

Kestra Advisory Services’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	–	Sell	-2,029	Closed	-$48.3K	–	3575
2025 Q4	$48.3K	Buy	+2,029	New	+$50.5K	﹤0.01%	3962
2021 Q3	–	Sell	-5,458	Closed	-$227K	–	2138
2021 Q2	$227K	Sell	5,458 -72	-1%	-$2.88K	﹤0.01%	1770
2021 Q1	$204K	Buy	+5,530	New	+$209K	﹤0.01%	1719

Other funds holding FMS

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return

Kestra Advisory Services's FMS Position: Q1 2026 in Review

Kestra Advisory Services sold out of Fresenius Medical Care (FMS) in Q1 2026, closing a stake of 2,029 shares — an estimated $48.3K sold.

Kestra Advisory Services first reported a position in FMS in Q1 2021 and held it in 3 quarters. The position peaked at $227K in Q2 2021. 220 funds tracked by Wall St. Rank hold FMS as of Q1 2026.

Kestra Advisory Services reported no remaining Fresenius Medical Care position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 2,029 Fresenius Medical Care shares in Q1 2026, an estimated $48.3K.
Kestra Advisory Services first reported a position in Fresenius Medical Care in Q1 2021 and held it in 3 quarters.
Kestra Advisory Services's Fresenius Medical Care position peaked at $227K in Q2 2021.
220 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.