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Pzena Investment Management’s
Fresenius Medical Care
FMS
Stock Holding History
Pzena Investment 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
Q1
$340M
Buy
15,052,822
+299,986
+2%
+$6.89M
1.1%
28
2025
Q4
$351M
Sell
14,752,836
-64,016
-0.4%
-$1.59M
1.05%
27
2025
Q3
$390M
Buy
14,816,852
+153,870
+1%
+$3.96M
1.26%
25
2025
Q2
$419M
Sell
14,662,982
-714,108
-5%
-$19.2M
1.36%
25
2025
Q1
$383M
Buy
15,377,090
+94,065
+0.6%
+$2.24M
1.34%
25
2024
Q4
$346M
Sell
15,283,025
-932,644
-6%
-$20.2M
1.18%
31
2024
Q3
$345M
Buy
16,215,669
+31,448
+0.2%
+$619K
1.11%
31
2024
Q2
$309M
Sell
16,184,221
-87,751
-0.5%
-$1.79M
1.09%
30
2024
Q1
$314M
Buy
16,271,972
+4,480
+0%
+$88.8K
1.08%
27
2023
Q4
$339M
Sell
16,267,492
-21,442
-0.1%
-$412K
1.27%
24
2023
Q3
$351M
Sell
16,288,934
-383,647
-2%
-$9.31M
1.51%
21
2023
Q2
$399M
Sell
16,672,581
-3,352,497
-17%
-$76.9M
1.7%
20
2023
Q1
$426M
Sell
20,025,078
-4,307,114
-18%
-$82.5M
1.84%
17
2022
Q4
$398M
Buy
24,332,192
+11,209,015
+85%
+$166M
1.76%
18
2022
Q3
$184M
Sell
13,123,177
-52,860
-0.4%
-$999K
0.91%
33
2022
Q2
$329M
Buy
13,176,037
+1,598,405
+14%
+$47.8M
1.47%
23
2022
Q1
$390M
Buy
11,577,632
+2,118,186
+22%
+$69.7M
1.47%
23
2021
Q4
$307M
Buy
9,459,446
+3,051,672
+48%
+$100M
1.16%
28
2021
Q3
$224M
Buy
+6,407,774
New
+$250M
0.89%
34
Other funds holding FMS
FMI
Fiduciary Management Inc
Milwaukee, Wisconsin
$8.06B AUM
6.78%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
BIP
Brandes Investment Partners
La Jolla, California
$14.1B AUM
25.52%
1-Year Est. Return
TAM
Todd Asset Management
Louisville, Kentucky
$5.11B AUM
34.73%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Frankfort, Kentucky
$12.9B AUM
31.03%
1-Year Est. Return
IHAM
Integral Health Asset Management
New York
$1.89B AUM
112.84%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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