MCM
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MAI Capital Management’s Fresenius Medical Care FMS Stock Holding History

MAI Capital 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 		– Sell
-4,554
Closed -$103K – 3013
2026
Q1 		$103K Buy
+4,554
New +$105K ﹤0.01% 1820
2025
Q3 		– Sell
-152
Closed -$4.34K – 3929
2025
Q2 		$4.34K Buy
+152
New +$4.08K ﹤0.01% 3117
2021
Q4 		– Sell
-18,371
Closed -$642K – 943
2021
Q3 		$642K Buy
18,371
+478
+3% +$18.7K 0.01% 458
2021
Q2 		$744K Buy
17,893
+368
+2% +$14.7K 0.01% 419
2021
Q1 		$646K Buy
17,525
+119
+0.7% +$4.5K 0.01% 422
2020
Q4 		$723K Buy
17,406
+441
+3% +$18.4K 0.02% 388
2020
Q3 		$721K Buy
16,965
+105
+0.6% +$4.53K 0.02% 328
2020
Q2 		$730K Sell
16,860
-957
-5% -$37.8K 0.02% 343
2020
Q1 		$584K Buy
17,817
+42
+0.2% +$1.56K 0.02% 339
2019
Q4 		$655K Buy
+17,775
New +$630K 0.02% 359

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

MAI Capital Management's FMS Position: Q2 2026 in Review

MAI Capital Management sold out of Fresenius Medical Care (FMS) in Q2 2026, closing a stake of 4,554 shares — an estimated $103K sold.

MAI Capital Management first reported a position in FMS in Q4 2019 and held it in 10 quarters. The position peaked at $744K in Q2 2021. 233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • MAI Capital Management reported no remaining Fresenius Medical Care position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 4,554 Fresenius Medical Care shares in Q2 2026, an estimated $103K.
  • MAI Capital Management first reported a position in Fresenius Medical Care in Q4 2019 and held it in 10 quarters.
  • MAI Capital Management's Fresenius Medical Care position peaked at $744K in Q2 2021.
  • 233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.