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Moran Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Moran Wealth Management’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 		$8.19M Buy
362,438
+14,665
+4% +$329K 0.22% 147
2026
Q1 		$7.85M Buy
347,773
+83,311
+32% +$1.91M 0.24% 142
2025
Q4 		$6.3M Buy
264,462
+106,438
+67% +$2.65M 0.19% 159
2025
Q3 		$4.16M Buy
158,024
+8,473
+6% +$218K 0.13% 202
2025
Q2 		$4.27M Buy
149,551
+2,031
+1% +$54.5K 0.13% 203
2025
Q1 		$3.67M Sell
147,520
-107,190
-42% -$2.55M 0.12% 218
2024
Q4 		$5.77M Buy
254,710
+21,334
+9% +$463K 0.18% 150
2024
Q3 		$4.97M Buy
233,376
+74,621
+47% +$1.47M 0.15% 170
2024
Q2 		$3.03M Buy
158,755
+4,432
+3% +$90.4K 0.1% 218
2024
Q1 		$2.98M Sell
154,323
-1,574
-1% -$31.2K 0.1% 224
2023
Q4 		$3.25M Buy
+155,897
New +$2.99M 0.12% 211

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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 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
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Moran Wealth Management's FMS Position: Q2 2026 in Review

Moran Wealth Management increased its Fresenius Medical Care (FMS) stake by 4.2% in Q2 2026, buying an estimated $329K and bringing the position to 362,438 shares worth $8.19M. The position accounts for 0.22% of the portfolio, ranked #147.

Moran Wealth Management first reported a position in FMS in Q4 2023 and has held it in 11 quarters since. 183 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Moran Wealth Management held 362,438 shares of Fresenius Medical Care worth $8.19M as of Q2 2026.
  • Moran Wealth Management bought 14,665 Fresenius Medical Care shares in Q2 2026, an estimated $329K.
  • Fresenius Medical Care made up 0.22% of Moran Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Moran Wealth Management first reported a position in Fresenius Medical Care in Q4 2023 and has held it in 11 quarters since.
  • 183 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.