LPL Financial
FMS icon

LPL Financial’s Fresenius Medical Care FMS Stock Holding History

LPL Financial’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 		$1.29M Buy
56,890
+3,558
+7% +$79.9K ﹤0.01% 4190
2026
Q1 		$1.2M Buy
+53,332
New +$1.23M ﹤0.01% 4015
2025
Q3 		– Sell
-33,780
Closed -$965K – 5870
2025
Q2 		$965K Buy
+33,780
New +$907K ﹤0.01% 3792
2021
Q1 		– Sell
-5,831
Closed -$242K – 4109
2020
Q4 		$242K Buy
+5,831
New +$243K ﹤0.01% 3374
2020
Q3 		– Sell
-6,839
Closed -$296K – 3580
2020
Q2 		$296K Buy
+6,839
New +$270K ﹤0.01% 2845
2019
Q4 		– Sell
-9,198
Closed -$309K – 3363
2019
Q3 		$309K Sell
9,198
-481
-5% -$17K ﹤0.01% 2651
2019
Q2 		$380K Sell
9,679
-3,170
-25% -$126K ﹤0.01% 2500
2019
Q1 		$521K Buy
12,849
+2,885
+29% +$108K ﹤0.01% 2193
2018
Q4 		$323K Buy
9,964
+3,686
+59% +$149K ﹤0.01% 2404
2018
Q3 		$323K Buy
6,278
+1,739
+38% +$87K ﹤0.01% 2616
2018
Q2 		$229K Buy
4,539
+396
+10% +$20.1K ﹤0.01% 2880
2018
Q1 		$212K Buy
4,143
+268
+7% +$14.3K ﹤0.01% 2917
2017
Q4 		$204K Sell
3,875
-609
-14% -$30.3K ﹤0.01% 2812
2017
Q3 		$219K Buy
4,484
+96
+2% +$4.57K ﹤0.01% 2595
2017
Q2 		$212K Sell
4,388
-948
-18% -$43.7K ﹤0.01% 2547
2017
Q1 		$226K Buy
5,336
+78
+1% +$3.23K ﹤0.01% 2405
2016
Q4 		$223K Sell
5,258
-16
-0.3% -$653 ﹤0.01% 2399
2016
Q3 		$226K Buy
5,274
+122
+2% +$5.46K ﹤0.01% 2328
2016
Q2 		$221K Buy
+5,152
New +$222K ﹤0.01% 2323
2014
Q3 		– Sell
-17,707
Closed -$593K – 2729
2014
Q2 		$593K Sell
17,707
-2,457
-12% -$81.9K ﹤0.01% 1686
2014
Q1 		$703K Sell
20,164
-3,869
-16% -$135K ﹤0.01% 1488
2013
Q4 		$855K Buy
24,033
+2,359
+11% +$79.1K 0.01% 1340
2013
Q3 		$701K Buy
21,674
+31
+0.1% +$1.01K ﹤0.01% 1411
2013
Q2 		$763K Buy
+21,643
New +$753K 0.01% 1288

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

LPL Financial's FMS Position: Q2 2026 in Review

LPL Financial increased its Fresenius Medical Care (FMS) stake by 6.7% in Q2 2026, buying an estimated $79.9K and bringing the position to 56,890 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #4190.

LPL Financial first reported a position in FMS in Q2 2013 and has held it in 24 quarters since. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • LPL Financial held 56,890 shares of Fresenius Medical Care worth $1.29M as of Q2 2026.
  • LPL Financial bought 3,558 Fresenius Medical Care shares in Q2 2026, an estimated $79.9K.
  • Fresenius Medical Care made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4190 holding.
  • LPL Financial first reported a position in Fresenius Medical Care in Q2 2013 and has held it in 24 quarters since.
  • 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.