Plante Moran Financial Advisors’s Fresenius Medical Care FMS Stock Holding History

Plante Moran Financial 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	$384	Buy	+17	New	+$382	﹤0.01%	1217
2019 Q1	–	Sell	-28	Closed	-$1K	–	830
2018 Q4	$1K	Buy	+28	New	+$1.13K	﹤0.01%	794
2018 Q3	–	Sell	-1,150	Closed	-$58K	–	786
2018 Q2	$58K	Buy	1,150 +397	+53%	+$20.1K	0.03%	301
2018 Q1	$38K	Buy	753 +73	+11%	+$3.89K	0.02%	405
2017 Q4	$36K	Buy	+680	New	+$33.8K	0.02%	406

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

Plante Moran Financial Advisors's FMS Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Fresenius Medical Care (FMS) in Q2 2026: 17 shares worth $384. The stake represents ﹤0.01% of the portfolio and ranks #1217 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in FMS as recently as Q4 2018.

Plante Moran Financial Advisors first reported a position in FMS in Q4 2017 and has held it in 5 quarters since. The position peaked at $58K in Q2 2018. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Plante Moran Financial Advisors held 17 shares of Fresenius Medical Care worth $384 as of Q2 2026.
Fresenius Medical Care was a new Plante Moran Financial Advisors position in Q2 2026.
Fresenius Medical Care made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1217 holding.
Plante Moran Financial Advisors first reported a position in Fresenius Medical Care in Q4 2017 and has held it in 5 quarters since.
Plante Moran Financial Advisors's Fresenius Medical Care position peaked at $58K in Q2 2018.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.