PWA
FMS icon

Principia Wealth Advisory’s Fresenius Medical Care FMS Stock Holding History

Principia Wealth Advisory’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 		$972 Buy
43
+5
+13% +$112 ﹤0.01% 768
2026
Q1 		$857 Buy
38
+16
+73% +$368 ﹤0.01% 741
2025
Q4 		$524 Buy
22
+8
+57% +$199 ﹤0.01% 814
2025
Q3 		$369 Buy
14
+8
+133% +$206 ﹤0.01% 828
2025
Q2 		$171 Buy
+6
New +$161 ﹤0.01% 894

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

Principia Wealth Advisory's FMS Position: Q2 2026 in Review

Principia Wealth Advisory increased its Fresenius Medical Care (FMS) stake by 13% in Q2 2026, buying an estimated $112 and bringing the position to 43 shares worth $972. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Principia Wealth Advisory first reported a position in FMS in Q2 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Principia Wealth Advisory held 43 shares of Fresenius Medical Care worth $972 as of Q2 2026.
  • Principia Wealth Advisory bought 5 Fresenius Medical Care shares in Q2 2026, an estimated $112.
  • Fresenius Medical Care made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #768 holding.
  • Principia Wealth Advisory first reported a position in Fresenius Medical Care in Q2 2025 and has held it in 5 quarters since.
  • 235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.