NewEdge Advisors’s Fresenius Medical Care FMS Stock Holding History

NewEdge Advisors’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	$4.79K	Buy	212 +6	+3%	+$135	﹤0.01%	3734
2026 Q1	$4.65K	Hold	206	–	–	﹤0.01%	3615
2025 Q4	$4.91K	Hold	206	–	–	﹤0.01%	3687
2025 Q3	$5.43K	Hold	206	–	–	﹤0.01%	3506
2025 Q2	$5.89K	Buy	206 +4	+2%	+$107	﹤0.01%	3368
2025 Q1	$5.03K	Hold	202	–	–	﹤0.01%	3298
2024 Q4	$4.58K	Hold	202	–	–	﹤0.01%	3261
2024 Q3	$4.3K	Sell	202 -9	-4%	-$177	﹤0.01%	3200
2024 Q2	$4.03K	Buy	211 +13	+7%	+$265	﹤0.01%	3162
2024 Q1	$3.82K	Buy	+198	New	+$3.92K	﹤0.01%	3232
2023 Q4	–	Sell	-34,944	Closed	-$753K	–	3788
2023 Q3	$753K	Sell	34,944 -2,960	-8%	-$71.9K	0.01%	992
2023 Q2	$907K	Sell	37,904 -7,192	-16%	-$165K	0.01%	916
2023 Q1	$959K	Buy	45,096 +44,484	+7,269%	+$852K	0.01%	793
2022 Q4	$8.37K	Buy	+612	New	+$9.07K	﹤0.01%	2426

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

NewEdge Advisors's FMS Position: Q2 2026 in Review

NewEdge Advisors increased its Fresenius Medical Care (FMS) stake by 2.9% in Q2 2026, buying an estimated $135 and bringing the position to 212 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #3734.

NewEdge Advisors first reported a position in FMS in Q4 2022 and has held it in 14 quarters since. The position peaked at $959K in Q1 2023. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

NewEdge Advisors held 212 shares of Fresenius Medical Care worth $4.79K as of Q2 2026.
NewEdge Advisors bought 6 Fresenius Medical Care shares in Q2 2026, an estimated $135.
Fresenius Medical Care made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3734 holding.
NewEdge Advisors first reported a position in Fresenius Medical Care in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's Fresenius Medical Care position peaked at $959K in Q1 2023.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.