Mercer Global Advisors
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Mercer Global Advisors’s Fresenius Medical Care FMS Stock Holding History

Mercer Global Advisors’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 		$287K Sell
12,711
-2,815
-18% -$63.2K ﹤0.01% 2859
2026
Q1 		$350K Sell
15,526
-1,740
-10% -$40K ﹤0.01% 2292
2025
Q4 		$411K Sell
17,266
-1,861
-10% -$46.3K ﹤0.01% 2001
2025
Q3 		$504K Sell
19,127
-2,029
-10% -$52.2K ﹤0.01% 1754
2025
Q2 		$604K Buy
21,156
+6,855
+48% +$184K ﹤0.01% 1460
2025
Q1 		$356K Sell
14,301
-224
-2% -$5.33K ﹤0.01% 1669
2024
Q4 		$329K Buy
14,525
+56
+0.4% +$1.22K ﹤0.01% 1693
2024
Q3 		$307K Sell
14,469
-112
-0.8% -$2.2K ﹤0.01% 1600
2024
Q2 		$278K Buy
14,581
+624
+4% +$12.7K ﹤0.01% 1616
2024
Q1 		$269K Sell
13,957
-215
-2% -$4.26K ﹤0.01% 1630
2023
Q4 		$295K Buy
14,172
+4,522
+47% +$86.8K ﹤0.01% 1618
2023
Q3 		$208K Buy
+9,650
New +$234K ﹤0.01% 1744
2022
Q3 		– Sell
-17,326
Closed -$432K – 1862
2022
Q2 		$432K Sell
17,326
-200
-1% -$5.98K ﹤0.01% 1217
2022
Q1 		$590K Buy
17,526
+5,195
+42% +$171K ﹤0.01% 1145
2021
Q4 		$400K Sell
12,331
-368
-3% -$12.1K ﹤0.01% 1329
2021
Q3 		$444K Buy
12,699
+411
+3% +$16.1K ﹤0.01% 1227
2021
Q2 		$511K Buy
12,288
+1,194
+11% +$47.7K ﹤0.01% 1140
2021
Q1 		$409K Buy
11,094
+1,933
+21% +$73.1K ﹤0.01% 1168
2020
Q4 		$381K Buy
+9,161
New +$382K ﹤0.01% 975
2020
Q2 		– Sell
-9,202
Closed -$302K – 1061
2020
Q1 		$302K Buy
9,202
+2,906
+46% +$108K 0.01% 808
2019
Q4 		$232K Buy
6,296
+111
+2% +$3.94K ﹤0.01% 1021
2019
Q3 		$207K Buy
6,185
+5
+0.1% +$177 ﹤0.01% 1021
2019
Q2 		$243K Buy
6,180
+470
+8% +$18.6K 0.01% 965
2019
Q1 		$231K Buy
+5,710
New +$213K 0.01% 933

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

Mercer Global Advisors's FMS Position: Q2 2026 in Review

Mercer Global Advisors reduced its Fresenius Medical Care (FMS) stake by 18% in Q2 2026, selling an estimated $63.2K and leaving 12,711 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #2859.

Mercer Global Advisors first reported a position in FMS in Q1 2019 and has held it in 24 quarters since. The position peaked at $604K in Q2 2025. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Mercer Global Advisors held 12,711 shares of Fresenius Medical Care worth $287K as of Q2 2026.
  • Mercer Global Advisors sold 2,815 Fresenius Medical Care shares in Q2 2026, an estimated $63.2K.
  • Fresenius Medical Care made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2859 holding.
  • Mercer Global Advisors first reported a position in Fresenius Medical Care in Q1 2019 and has held it in 24 quarters since.
  • Mercer Global Advisors's Fresenius Medical Care position peaked at $604K in Q2 2025.
  • 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.