Lodestar Private Asset Management’s Fresenius Medical Care FMS Stock Holding History

Lodestar Private Asset Management’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	$306K	Hold	13,532	–	–	0.03%	189
2026 Q1	$305K	Hold	13,532	–	–	0.03%	193
2025 Q4	$322K	Sell	13,532 -50	-0.4%	-$1.24K	0.03%	183
2025 Q3	$358K	Sell	13,582 -350	-3%	-$9K	0.04%	176
2025 Q2	$398K	Hold	13,932	–	–	0.05%	160
2025 Q1	$347K	Sell	13,932 -175	-1%	-$4.17K	0.04%	163
2024 Q4	$319K	Sell	14,107 -300	-2%	-$6.51K	0.04%	169
2024 Q3	$307K	Sell	14,407 -700	-5%	-$13.8K	0.04%	178
2024 Q2	$288K	Sell	15,107 -225	-1%	-$4.59K	0.04%	177
2024 Q1	$296K	Sell	15,332 -450	-3%	-$8.92K	0.04%	173
2023 Q4	$329K	Sell	15,782 -600	-4%	-$11.5K	0.05%	158
2023 Q3	$353K	Hold	16,382	–	–	0.06%	143
2023 Q2	$392K	Hold	16,382	–	–	0.07%	142
2023 Q1	$348K	Hold	16,382	–	–	0.06%	145
2022 Q4	$268K	Buy	+16,382	New	+$243K	0.05%	164

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

Lodestar Private Asset Management's FMS Position: Q2 2026 in Review

Lodestar Private Asset Management held its Fresenius Medical Care (FMS) position steady in Q2 2026 at 13,532 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #189.

Lodestar Private Asset Management first reported a position in FMS in Q4 2022 and has held it in 15 quarters since. The position peaked at $398K in Q2 2025. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Lodestar Private Asset Management held 13,532 shares of Fresenius Medical Care worth $306K as of Q2 2026.
Lodestar Private Asset Management left its Fresenius Medical Care share count unchanged in Q2 2026.
Fresenius Medical Care made up 0.03% of Lodestar Private Asset Management's portfolio in Q2 2026, its #189 holding.
Lodestar Private Asset Management first reported a position in Fresenius Medical Care in Q4 2022 and has held it in 15 quarters since.
Lodestar Private Asset Management's Fresenius Medical Care position peaked at $398K in Q2 2025.
235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.