Osaic Holdings
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Osaic Holdings’s Fresenius Medical Care FMS Stock Holding History

Osaic Holdings’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 		$329K Buy
14,547
+1,538
+12% +$34.5K ﹤0.01% 4015
2026
Q1 		$293K Buy
13,009
+5,544
+74% +$127K ﹤0.01% 3823
2025
Q4 		$178K Sell
7,465
-8,223
-52% -$205K ﹤0.01% 4252
2025
Q3 		$408K Buy
15,688
+1,337
+9% +$34.4K ﹤0.01% 3601
2025
Q2 		$410K Buy
14,351
+12,401
+636% +$333K ﹤0.01% 3325
2025
Q1 		$48.6K Sell
1,950
-2,200
-53% -$52.4K ﹤0.01% 4739
2024
Q4 		$94K Buy
4,150
+2,150
+108% +$46.7K ﹤0.01% 4214
2024
Q3 		$42.6K Sell
2,000
-482
-19% -$9.49K ﹤0.01% 4863
2024
Q2 		$47.4K Sell
2,482
-73
-3% -$1.49K ﹤0.01% 4722
2024
Q1 		$49.3K Sell
2,555
-4,262
-63% -$84.5K ﹤0.01% 4762
2023
Q4 		$142K Sell
6,817
-1,301
-16% -$25K ﹤0.01% 4183
2023
Q3 		$175K Buy
8,118
+3,546
+78% +$86.1K ﹤0.01% 4099
2023
Q2 		$109K Sell
4,572
-3,688
-45% -$84.6K ﹤0.01% 4369
2023
Q1 		$176K Sell
8,260
-13
-0.2% -$249 ﹤0.01% 3971
2022
Q4 		$136K Buy
8,273
+2,585
+45% +$38.3K ﹤0.01% 4177
2022
Q3 		$79K Sell
5,688
-17,155
-75% -$324K ﹤0.01% 4561
2022
Q2 		$568K Sell
22,843
-2,082
-8% -$62.2K ﹤0.01% 2801
2022
Q1 		$801K Buy
24,925
+5,842
+31% +$192K ﹤0.01% 2777
2021
Q4 		$620K Buy
19,083
+8,737
+84% +$288K ﹤0.01% 2859
2021
Q3 		$362K Buy
10,346
+664
+7% +$25.9K ﹤0.01% 3357
2021
Q2 		$403K Sell
9,682
-1,409
-13% -$56.3K ﹤0.01% 3239
2021
Q1 		$408K Buy
11,091
+7,559
+214% +$286K ﹤0.01% 3094
2020
Q4 		$148K Buy
3,532
+257
+8% +$10.7K ﹤0.01% 3745
2020
Q3 		$140K Sell
3,275
-38
-1% -$1.64K ﹤0.01% 3547
2020
Q2 		$143K Sell
3,313
-44
-1% -$1.74K ﹤0.01% 3412
2020
Q1 		$112K Buy
+3,357
New +$125K ﹤0.01% 3375

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

Osaic Holdings's FMS Position: Q2 2026 in Review

Osaic Holdings increased its Fresenius Medical Care (FMS) stake by 12% in Q2 2026, buying an estimated $34.5K and bringing the position to 14,547 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #4015.

Osaic Holdings first reported a position in FMS in Q1 2020 and has held it in 26 quarters since. The position peaked at $801K in Q1 2022. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Osaic Holdings held 14,547 shares of Fresenius Medical Care worth $329K as of Q2 2026.
  • Osaic Holdings bought 1,538 Fresenius Medical Care shares in Q2 2026, an estimated $34.5K.
  • Fresenius Medical Care made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4015 holding.
  • Osaic Holdings first reported a position in Fresenius Medical Care in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Fresenius Medical Care position peaked at $801K in Q1 2022.
  • 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.