Montag & Associates’s Fresenius Medical Care FMS Stock Holding History

Montag & 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	$13.3K	Buy	586 +77	+15%	+$1.73K	﹤0.01%	730
2026 Q1	$11.5K	Buy	+509	New	+$11.7K	﹤0.01%	739
2025 Q4	–	Sell	-22	Closed	-$580	–	1034
2025 Q3	$580	Buy	+22	New	+$566	﹤0.01%	1071
2023 Q1	–	Sell	-103	Closed	-$1.68K	–	941
2022 Q4	$1.68K	Buy	+103	New	+$1.53K	﹤0.01%	875

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

Montag & Associates's FMS Position: Q2 2026 in Review

Montag & Associates increased its Fresenius Medical Care (FMS) stake by 15% in Q2 2026, buying an estimated $1.73K and bringing the position to 586 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Montag & Associates first reported a position in FMS in Q4 2022 and has held it in 4 quarters since. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Montag & Associates held 586 shares of Fresenius Medical Care worth $13.3K as of Q2 2026.
Montag & Associates bought 77 Fresenius Medical Care shares in Q2 2026, an estimated $1.73K.
Fresenius Medical Care made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #730 holding.
Montag & Associates first reported a position in Fresenius Medical Care in Q4 2022 and has held it in 4 quarters since.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.