Koss-Olinger Consulting’s Fresenius Medical Care FMS Stock Holding History

Koss-Olinger Consulting’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	-8,762	Closed	-$209K	–	273
2025 Q4	$209K	Sell	8,762 -5,747	-40%	-$143K	0.02%	260
2025 Q3	$415K	Hold	14,509	–	–	0.03%	228
2025 Q2	$415K	Sell	14,509 -491	-3%	-$13.2K	0.03%	229
2025 Q1	$374K	Hold	15,000	–	–	0.03%	234
2024 Q4	$340K	Hold	15,000	–	–	0.03%	152
2024 Q3	$320K	Hold	15,000	–	–	0.03%	218
2024 Q2	$286K	Buy	+15,000	New	+$306K	0.03%	220
2024 Q1	–	Sell	-25,955	Closed	-$541K	–	134
2023 Q4	$541K	Sell	25,955 -51,131	-66%	-$982K	0.05%	142
2023 Q3	$1.66M	Sell	77,086 -19,220	-20%	-$467K	0.24%	53
2023 Q2	$2.31M	Buy	96,306 +2,219	+2%	+$50.9K	0.27%	39
2023 Q1	$2M	Buy	94,087 +1,217	+1%	+$23.3K	0.25%	41
2022 Q4	$1.52M	Buy	92,870 +67,170	+261%	+$996K	0.22%	50
2022 Q3	$361K	Buy	+25,700	New	+$486K	0.06%	124
2021 Q4	–	Sell	-7,330	Closed	-$256K	–	235
2021 Q3	$256K	Buy	+7,330	New	+$286K	0.04%	190

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

Koss-Olinger Consulting's FMS Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of Fresenius Medical Care (FMS) in Q1 2026, closing a stake of 8,762 shares — an estimated $209K sold.

Koss-Olinger Consulting first reported a position in FMS in Q3 2021 and held it in 14 quarters. The position peaked at $2.31M in Q2 2023. 220 funds tracked by Wall St. Rank hold FMS as of Q1 2026.

Koss-Olinger Consulting reported no remaining Fresenius Medical Care position as of Q1 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 8,762 Fresenius Medical Care shares in Q1 2026, an estimated $209K.
Koss-Olinger Consulting first reported a position in Fresenius Medical Care in Q3 2021 and held it in 14 quarters.
Koss-Olinger Consulting's Fresenius Medical Care position peaked at $2.31M in Q2 2023.
220 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.