Morgan Stanley
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Morgan Stanley’s Fresenius Medical Care FMS Stock Holding History

Morgan Stanley’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 		$98.3M Buy
4,347,748
+1,862,938
+75% +$41.8M 0.01% 1579
2026
Q1 		$56.1M Sell
2,484,810
-455,029
-15% -$10.5M ﹤0.01% 1985
2025
Q4 		$70M Buy
2,939,839
+942,497
+47% +$23.4M ﹤0.01% 1759
2025
Q3 		$52.6M Sell
1,997,342
-371,747
-16% -$9.56M ﹤0.01% 1966
2025
Q2 		$67.7M Buy
2,369,089
+1,318,405
+125% +$35.4M ﹤0.01% 1643
2025
Q1 		$26.2M Buy
1,050,684
+15,725
+2% +$374K ﹤0.01% 2421
2024
Q4 		$23.4M Buy
1,034,959
+3,057
+0.3% +$66.4K ﹤0.01% 2601
2024
Q3 		$22M Buy
1,031,902
+53,322
+5% +$1.05M ﹤0.01% 2708
2024
Q2 		$18.7M Sell
978,580
-17,126
-2% -$349K ﹤0.01% 2741
2024
Q1 		$19.2M Buy
995,706
+44,207
+5% +$876K ﹤0.01% 2746
2023
Q4 		$19.8M Sell
951,499
-89,948
-9% -$1.73M ﹤0.01% 2697
2023
Q3 		$22.4M Buy
1,041,447
+36,820
+4% +$894K ﹤0.01% 2329
2023
Q2 		$24M Sell
1,004,627
-43,724
-4% -$1M ﹤0.01% 2284
2023
Q1 		$22.3M Buy
1,048,351
+90,720
+9% +$1.74M ﹤0.01% 2308
2022
Q4 		$15.6M Sell
957,631
-96,486
-9% -$1.43M ﹤0.01% 2589
2022
Q3 		$14.8M Buy
1,054,117
+610,550
+138% +$11.5M ﹤0.01% 2538
2022
Q2 		$11.1M Buy
443,567
+253,592
+133% +$7.58M ﹤0.01% 2974
2022
Q1 		$6.4M Sell
189,975
-143,224
-43% -$4.71M ﹤0.01% 3417
2021
Q4 		$10.8M Sell
333,199
-174,317
-34% -$5.74M ﹤0.01% 2871
2021
Q3 		$17.7M Sell
507,516
-142,945
-22% -$5.58M ﹤0.01% 2216
2021
Q2 		$27M Sell
650,461
-149,863
-19% -$5.99M ﹤0.01% 1837
2021
Q1 		$29.5M Sell
800,324
-661,466
-45% -$25M ﹤0.01% 1570
2020
Q4 		$60.8M Sell
1,461,790
-155,305
-10% -$6.47M 0.01% 953
2020
Q3 		$68.7M Sell
1,617,095
-50,316
-3% -$2.17M 0.01% 755
2020
Q2 		$72.2M Buy
1,667,411
+253,773
+18% +$10M 0.02% 674
2020
Q1 		$46.4M Sell
1,413,638
-547,252
-28% -$20.3M 0.01% 770
2019
Q4 		$72.2M Buy
1,960,890
+459,548
+31% +$16.3M 0.02% 755
2019
Q3 		$50.4M Sell
1,501,342
-349,454
-19% -$12.4M 0.01% 850
2019
Q2 		$72.7M Buy
1,850,796
+643,494
+53% +$25.5M 0.02% 678
2019
Q1 		$48.9M Sell
1,207,302
-280,691
-19% -$10.5M 0.01% 847
2018
Q4 		$48.2M Buy
1,487,993
+390,902
+36% +$15.8M 0.01% 835
2018
Q3 		$56.4M Sell
1,097,091
-147,819
-12% -$7.4M 0.01% 887
2018
Q2 		$62.7M Sell
1,244,910
-166,877
-12% -$8.46M 0.02% 793
2018
Q1 		$72.1M Buy
1,411,787
+185,003
+15% +$9.87M 0.02% 734
2017
Q4 		$64.5M Buy
1,226,784
+304,238
+33% +$15.1M 0.02% 776
2017
Q3 		$45.1M Buy
922,546
+220,713
+31% +$10.5M 0.01% 962
2017
Q2 		$33.9M Sell
701,833
-9,266
-1% -$427K 0.01% 1138
2017
Q1 		$30M Sell
711,099
-5,940
-0.8% -$246K 0.01% 1241
2016
Q4 		$30.3M Buy
717,039
+43,143
+6% +$1.76M 0.01% 1195
2016
Q3 		$29.5M Sell
673,896
-24,541
-4% -$1.1M 0.01% 1171
2016
Q2 		$30.4M Buy
698,437
+436
+0.1% +$18.8K 0.01% 1109
2016
Q1 		$30.8M Buy
698,001
+12,663
+2% +$536K 0.01% 1034
2015
Q4 		$28.7M Buy
685,338
+116,653
+21% +$4.91M 0.01% 1148
2015
Q3 		$22.2M Buy
568,685
+64,095
+13% +$2.61M 0.01% 1295
2015
Q2 		$21M Buy
504,590
+93,440
+23% +$3.99M 0.01% 1456
2015
Q1 		$17M Buy
411,150
+76,064
+23% +$2.94M 0.01% 1587
2014
Q4 		$12.4M Buy
335,086
+141,947
+73% +$5.12M ﹤0.01% 1866
2014
Q3 		$6.7M Buy
193,139
+57,032
+42% +$1.97M ﹤0.01% 2380
2014
Q2 		$4.56M Buy
136,107
+75,101
+123% +$2.5M ﹤0.01% 2748
2014
Q1 		$2.13M Sell
61,006
-10,455
-15% -$366K ﹤0.01% 3363
2013
Q4 		$2.54M Sell
71,461
-5,161
-7% -$173K ﹤0.01% 3199
2013
Q3 		$2.48M Sell
76,622
-45,994
-38% -$1.5M ﹤0.01% 3052
2013
Q2 		$4.32M Buy
+122,616
New +$4.26M ﹤0.01% 2468

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Morgan Stanley's FMS Position: Q2 2026 in Review

Morgan Stanley increased its Fresenius Medical Care (FMS) stake by 75% in Q2 2026, buying an estimated $41.8M and bringing the position to 4,347,748 shares worth $98.3M. The position accounts for 0.01% of the portfolio, ranked #1579.

Morgan Stanley first reported a position in FMS in Q2 2013 and has held it in 53 quarters since. 233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Morgan Stanley held 4,347,748 shares of Fresenius Medical Care worth $98.3M as of Q2 2026.
  • Morgan Stanley bought 1,862,938 Fresenius Medical Care shares in Q2 2026, an estimated $41.8M.
  • Fresenius Medical Care made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1579 holding.
  • Morgan Stanley first reported a position in Fresenius Medical Care in Q2 2013 and has held it in 53 quarters since.
  • 233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.