MML Investors Services

MML Investors Services’s Fresenius Medical Care FMS Stock Holding History

MML Investors Services’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 Q1	$784K	Buy	34,736 +10,072	+41%	+$231K	﹤0.01%	1932
2025 Q4	$588K	Buy	24,664 +3,900	+19%	+$97K	﹤0.01%	2147
2025 Q3	$547K	Sell	20,764 -2,147	-9%	-$55.2K	﹤0.01%	2110
2025 Q2	$655K	Buy	22,911 +4,859	+27%	+$130K	﹤0.01%	1921
2025 Q1	$449K	Buy	18,052 +1,238	+7%	+$29.5K	﹤0.01%	2054
2024 Q4	$381K	Buy	16,814 +1,795	+12%	+$39K	﹤0.01%	2106
2024 Q3	$320K	Buy	15,019 +753	+5%	+$14.8K	﹤0.01%	2133
2024 Q2	$272K	Buy	14,266 +293	+2%	+$5.97K	﹤0.01%	2149
2024 Q1	$269K	Buy	13,973 +2,916	+26%	+$57.8K	﹤0.01%	2182
2023 Q4	$230K	Buy	+11,057	New	+$212K	﹤0.01%	2227
2018 Q4	–	Sell	-4,972	Closed	-$256K	–	1534
2018 Q3	$256K	Buy	+4,972	New	+$249K	﹤0.01%	1353
2017 Q4	–	Sell	-8,170	Closed	-$399K	–	1412
2017 Q3	$399K	Buy	8,170 +962	+13%	+$45.7K	0.01%	881
2017 Q2	$348K	Buy	7,208 +748	+12%	+$34.4K	0.01%	910
2017 Q1	$272K	Buy	+6,460	New	+$267K	0.01%	630

Other funds holding FMS

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Integral Health Asset Management New York $1.89B AUM 112.84% 1-Year Est. Return