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Mather Group’s Fresenius Medical Care FMS Stock Holding History

Mather 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 		$3.39K Buy
+150
New +$3.37K ﹤0.01% 1679
2025
Q4 		– Sell
-150
Closed -$3.95K – 993
2025
Q3 		$3.95K Buy
+150
New +$3.86K ﹤0.01% 1441
2025
Q2 		– Sell
-150
Closed -$3.73K – 997
2025
Q1 		$3.73K Hold
150
– – ﹤0.01% 1457
2024
Q4 		$3.4K Hold
150
– – ﹤0.01% 1441
2024
Q3 		$3.19K Hold
150
– – ﹤0.01% 1384
2024
Q2 		$2.89K Sell
150
-10
-6% -$204 ﹤0.01% 1782
2024
Q1 		$3.33K Buy
+160
New +$3.17K ﹤0.01% 1434

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

Mather Group's FMS Position: Q2 2026 in Review

Mather Group opened a new position in Fresenius Medical Care (FMS) in Q2 2026: 150 shares worth $3.39K. The stake represents ﹤0.01% of the portfolio and ranks #1679 among its holdings. This is a return to the name: Mather Group previously reported a position in FMS as recently as Q3 2025.

Mather Group first reported a position in FMS in Q1 2024 and has held it in 7 quarters since. The position peaked at $3.95K in Q3 2025. 233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Mather Group held 150 shares of Fresenius Medical Care worth $3.39K as of Q2 2026.
  • Fresenius Medical Care was a new Mather Group position in Q2 2026.
  • Fresenius Medical Care made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1679 holding.
  • Mather Group first reported a position in Fresenius Medical Care in Q1 2024 and has held it in 7 quarters since.
  • Mather Group's Fresenius Medical Care position peaked at $3.95K in Q3 2025.
  • 233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.