Pathstone Holdings’s Fresenius Medical Care FMS Stock Holding History

Pathstone 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	$1.57M	Buy	69,638 +2,553	+4%	+$57.3K	﹤0.01%	1256
2026 Q1	$1.51M	Sell	67,085 -923	-1%	-$21.2K	0.01%	1188
2025 Q4	$1.62M	Buy	68,008 +307	+0.5%	+$7.64K	0.01%	1146
2025 Q3	$1.78M	Buy	67,701 +1,497	+2%	+$38.5K	0.01%	1100
2025 Q2	$1.89M	Sell	66,204 -404	-0.6%	-$10.8K	0.01%	1031
2025 Q1	$1.66M	Buy	66,608 +7,024	+12%	+$167K	0.01%	1088
2024 Q4	$1.35M	Buy	59,584 +23,489	+65%	+$510K	0.01%	1194
2024 Q3	$769K	Buy	36,095 +2,817	+8%	+$55.4K	﹤0.01%	1508
2024 Q2	$635K	Buy	33,278 +2,502	+8%	+$51K	﹤0.01%	1565
2024 Q1	$593K	Buy	30,776 +16,340	+113%	+$324K	﹤0.01%	1597
2023 Q4	$301K	Buy	+14,436	New	+$277K	﹤0.01%	1826

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

Pathstone Holdings's FMS Position: Q2 2026 in Review

Pathstone Holdings increased its Fresenius Medical Care (FMS) stake by 3.8% in Q2 2026, buying an estimated $57.3K and bringing the position to 69,638 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Pathstone Holdings first reported a position in FMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.89M in Q2 2025. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Pathstone Holdings held 69,638 shares of Fresenius Medical Care worth $1.57M as of Q2 2026.
Pathstone Holdings bought 2,553 Fresenius Medical Care shares in Q2 2026, an estimated $57.3K.
Fresenius Medical Care made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1256 holding.
Pathstone Holdings first reported a position in Fresenius Medical Care in Q4 2023 and has held it in 11 quarters since.
Pathstone Holdings's Fresenius Medical Care position peaked at $1.89M in Q2 2025.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

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