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LRI Investments’s Fresenius Medical Care FMS Stock Holding History

LRI Investments’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 		$384 Buy
+17
New +$382 ﹤0.01% 1601

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QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SC
Searle & Co Greenwich, Connecticut $445M AUM 41.72% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

LRI Investments's FMS Position: Q2 2026 in Review

LRI Investments opened a new position in Fresenius Medical Care (FMS) in Q2 2026: 17 shares worth $384. The stake represents ﹤0.01% of the portfolio and ranks #1601 among its holdings.

80 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • LRI Investments held 17 shares of Fresenius Medical Care worth $384 as of Q2 2026.
  • Fresenius Medical Care was a new LRI Investments position in Q2 2026.
  • Fresenius Medical Care made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1601 holding.
  • 80 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.