MB, Levis & Associates’s Fresenius Medical Care FMS Stock Holding History

MB, Levis & Associates’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	$10.8K	Hold	478	–	–	﹤0.01%	172
2026 Q1	$10.8K	Hold	478	–	–	﹤0.01%	164
2025 Q4	$11.4K	Hold	478	–	–	﹤0.01%	161
2025 Q3	$12.6K	Hold	478	–	–	0.01%	156
2025 Q2	$13.7K	Hold	478	–	–	0.01%	182
2025 Q1	$11.9K	Hold	478	–	–	0.01%	183
2024 Q4	$10.8K	Hold	478	–	–	0.01%	183
2024 Q3	$10.2K	Hold	478	–	–	0.01%	193
2024 Q2	$9.13K	Hold	478	–	–	﹤0.01%	197
2024 Q1	$9.22K	Hold	478	–	–	﹤0.01%	192
2023 Q4	$9.96K	Hold	478	–	–	0.01%	185
2023 Q3	$10.3K	Hold	478	–	–	0.01%	192
2023 Q2	$11.4K	Hold	478	–	–	0.01%	189
2023 Q1	$10.2K	Hold	478	–	–	0.01%	197
2022 Q4	$7.81K	Buy	+478	New	+$7.09K	0.01%	192

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

MB, Levis & Associates's FMS Position: Q2 2026 in Review

MB, Levis & Associates held its Fresenius Medical Care (FMS) position steady in Q2 2026 at 478 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

MB, Levis & Associates first reported a position in FMS in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.7K in Q2 2025. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

MB, Levis & Associates held 478 shares of Fresenius Medical Care worth $10.8K as of Q2 2026.
MB, Levis & Associates left its Fresenius Medical Care share count unchanged in Q2 2026.
Fresenius Medical Care made up ﹤0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #172 holding.
MB, Levis & Associates first reported a position in Fresenius Medical Care in Q4 2022 and has held it in 15 quarters since.
MB, Levis & Associates's Fresenius Medical Care position peaked at $13.7K in Q2 2025.
235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.