Oppenheimer Asset Management’s Fresenius Medical Care FMS Stock Holding History

Oppenheimer Asset 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	$679K	Buy	30,010 +3,220	+12%	+$72.3K	0.01%	819
2026 Q1	$604K	Buy	+26,790	New	+$615K	0.01%	836
2020 Q2	–	Sell	-35	Closed	-$1K	–	1191
2020 Q1	$1K	Sell	35 -1,670	-98%	-$62.1K	﹤0.01%	1483
2019 Q4	$63K	Sell	1,705 -3,863	-69%	-$137K	﹤0.01%	1300
2019 Q3	$187K	Hold	5,568	–	–	﹤0.01%	1050
2019 Q2	$218K	Sell	5,568 -152	-3%	-$6.02K	﹤0.01%	1031
2019 Q1	$232K	Sell	5,720 -78,786	-93%	-$2.94M	0.01%	996
2018 Q4	$2.74M	Sell	84,506 -9,700	-10%	-$392K	0.07%	305
2018 Q3	$4.84M	Buy	94,206 +925	+1%	+$46.3K	0.11%	229
2018 Q2	$4.7M	Buy	93,281 +710	+0.8%	+$36K	0.11%	226
2018 Q1	$4.73M	Buy	92,571 +5,940	+7%	+$317K	0.12%	220
2017 Q4	$4.24M	Hold	86,631	–	–	0.11%	210
2017 Q3	$4.24M	Buy	86,631 +7,721	+10%	+$367K	0.11%	212
2017 Q2	$3.81M	Buy	78,910 +2,491	+3%	+$115K	0.11%	226
2017 Q1	$3.22M	Buy	+76,419	New	+$3.16M	0.09%	257

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

Oppenheimer Asset Management's FMS Position: Q2 2026 in Review

Oppenheimer Asset Management increased its Fresenius Medical Care (FMS) stake by 12% in Q2 2026, buying an estimated $72.3K and bringing the position to 30,010 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #819.

Oppenheimer Asset Management first reported a position in FMS in Q1 2017 and has held it in 15 quarters since. The position peaked at $4.84M in Q3 2018. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Oppenheimer Asset Management held 30,010 shares of Fresenius Medical Care worth $679K as of Q2 2026.
Oppenheimer Asset Management bought 3,220 Fresenius Medical Care shares in Q2 2026, an estimated $72.3K.
Fresenius Medical Care made up 0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #819 holding.
Oppenheimer Asset Management first reported a position in Fresenius Medical Care in Q1 2017 and has held it in 15 quarters since.
Oppenheimer Asset Management's Fresenius Medical Care position peaked at $4.84M in Q3 2018.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.