NIA Impact Advisors’s Fresenius Medical Care FMS Stock Holding History

NIA Impact 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	$3.09M	Sell	136,769 -10,828	-7%	-$243K	1.28%	35
2026 Q1	$3.33M	Sell	147,597 -5,365	-4%	-$123K	1.48%	26
2025 Q4	$3.64M	Sell	152,962 -10,625	-6%	-$264K	1.22%	35
2025 Q3	$4.31M	Buy	163,587 +41,389	+34%	+$1.06M	1.4%	27
2025 Q2	$3.49M	Sell	122,198 -127	-0.1%	-$3.41K	1.21%	30
2025 Q1	$3.05M	Buy	+122,325	New	+$2.91M	1.13%	33

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

NIA Impact Advisors's FMS Position: Q2 2026 in Review

NIA Impact Advisors reduced its Fresenius Medical Care (FMS) stake by 7.3% in Q2 2026, selling an estimated $243K and leaving 136,769 shares worth $3.09M. The position accounts for 1.28% of the portfolio, ranked #35.

NIA Impact Advisors first reported a position in FMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.31M in Q3 2025. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

NIA Impact Advisors held 136,769 shares of Fresenius Medical Care worth $3.09M as of Q2 2026.
NIA Impact Advisors sold 10,828 Fresenius Medical Care shares in Q2 2026, an estimated $243K.
Fresenius Medical Care made up 1.28% of NIA Impact Advisors's portfolio in Q2 2026, its #35 holding.
NIA Impact Advisors first reported a position in Fresenius Medical Care in Q1 2025 and has held it in 6 quarters since.
NIA Impact Advisors's Fresenius Medical Care position peaked at $4.31M in Q3 2025.
235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on NIA Impact Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.