MV Capital Management’s Fresenius Medical Care FMS Stock Holding History

MV Capital 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	$430	Sell	19 -2	-10%	-$45	﹤0.01%	1052
2026 Q1	$474	Buy	21 +17	+425%	+$391	﹤0.01%	976
2025 Q4	$96	Buy	+4	New	+$99	﹤0.01%	1106

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

MV Capital Management's FMS Position: Q2 2026 in Review

MV Capital Management reduced its Fresenius Medical Care (FMS) stake by 9.5% in Q2 2026, selling an estimated $45 and leaving 19 shares worth $430. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

MV Capital Management first reported a position in FMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $474 in Q1 2026. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

MV Capital Management held 19 shares of Fresenius Medical Care worth $430 as of Q2 2026.
MV Capital Management sold 2 Fresenius Medical Care shares in Q2 2026, an estimated $45.
Fresenius Medical Care made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #1052 holding.
MV Capital Management first reported a position in Fresenius Medical Care in Q4 2025 and has held it in 3 quarters since.
MV Capital Management's Fresenius Medical Care position peaked at $474 in Q1 2026.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.