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Larson Financial Group’s Fresenius Medical Care FMS Stock Holding History

Larson Financial Group’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 		$15.1K Buy
669
+349
+109% +$7.83K ﹤0.01% 2168
2026
Q1 		$7.22K Sell
320
-90
-22% -$2.07K ﹤0.01% 2420
2025
Q4 		$9.77K Buy
410
+329
+406% +$8.18K ﹤0.01% 2127
2025
Q3 		$2.13K Buy
81
+50
+161% +$1.28K ﹤0.01% 2684
2025
Q2 		$886 Hold
31
– – ﹤0.01% 2681
2025
Q1 		$772 Hold
31
– – ﹤0.01% 2457
2024
Q4 		$702 Hold
31
– – ﹤0.01% 2118
2024
Q3 		$660 Hold
31
– – ﹤0.01% 2070
2024
Q2 		$592 Hold
31
– – ﹤0.01% 1808
2024
Q1 		$598 Hold
31
– – ﹤0.01% 1528
2023
Q4 		$646 Buy
+31
New +$595 ﹤0.01% 1542

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
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

Larson Financial Group's FMS Position: Q2 2026 in Review

Larson Financial Group increased its Fresenius Medical Care (FMS) stake by 109% in Q2 2026, buying an estimated $7.83K and bringing the position to 669 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2168.

Larson Financial Group first reported a position in FMS in Q4 2023 and has held it in 11 quarters since. 233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Larson Financial Group held 669 shares of Fresenius Medical Care worth $15.1K as of Q2 2026.
  • Larson Financial Group bought 349 Fresenius Medical Care shares in Q2 2026, an estimated $7.83K.
  • Fresenius Medical Care made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2168 holding.
  • Larson Financial Group first reported a position in Fresenius Medical Care in Q4 2023 and has held it in 11 quarters since.
  • 233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

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