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MOTCO’s Fresenius Medical Care FMS Stock Holding History

MOTCO’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 		$362 Buy
+16
New +$359 ﹤0.01% 733
2023
Q3 		– Sell
-22
Closed -$526 – 882
2023
Q2 		$526 Buy
+22
New +$505 ﹤0.01% 850
2016
Q4 		– Sell
-63
Closed -$3K – 597
2016
Q3 		$3K Buy
+63
New +$2.82K ﹤0.01% 569

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

MOTCO's FMS Position: Q2 2026 in Review

MOTCO opened a new position in Fresenius Medical Care (FMS) in Q2 2026: 16 shares worth $362. The stake represents ﹤0.01% of the portfolio and ranks #733 among its holdings. This is a return to the name: MOTCO previously reported a position in FMS as recently as Q2 2023.

MOTCO first reported a position in FMS in Q3 2016 and has held it in 3 quarters since. The position peaked at $3K in Q3 2016. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • MOTCO held 16 shares of Fresenius Medical Care worth $362 as of Q2 2026.
  • Fresenius Medical Care was a new MOTCO position in Q2 2026.
  • Fresenius Medical Care made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #733 holding.
  • MOTCO first reported a position in Fresenius Medical Care in Q3 2016 and has held it in 3 quarters since.
  • MOTCO's Fresenius Medical Care position peaked at $3K in Q3 2016.
  • 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.