Raymond James Financial’s Fresenius Medical Care FMS Stock Holding History

Raymond James Financial’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	$8.25M	Sell	364,770 -57,654	-14%	-$1.29M	﹤0.01%	2329
2026 Q1	$9.53M	Buy	422,424 +135,526	+47%	+$3.11M	﹤0.01%	2065
2025 Q4	$6.83M	Buy	286,898 +4,824	+2%	+$120K	﹤0.01%	2270
2025 Q3	$7.43M	Buy	282,074 +4,079	+1%	+$105K	﹤0.01%	2160
2025 Q2	$7.94M	Sell	277,995 -9,756	-3%	-$262K	﹤0.01%	2046
2025 Q1	$7.16M	Buy	287,751 +269,857	+1,508%	+$6.43M	﹤0.01%	2059
2024 Q4	$405K	Buy	+17,894	New	+$388K	﹤0.01%	4025

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

Raymond James Financial's FMS Position: Q2 2026 in Review

Raymond James Financial reduced its Fresenius Medical Care (FMS) stake by 14% in Q2 2026, selling an estimated $1.29M and leaving 364,770 shares worth $8.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2329.

Raymond James Financial first reported a position in FMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.53M in Q1 2026. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Raymond James Financial held 364,770 shares of Fresenius Medical Care worth $8.25M as of Q2 2026.
Raymond James Financial sold 57,654 Fresenius Medical Care shares in Q2 2026, an estimated $1.29M.
Fresenius Medical Care made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2329 holding.
Raymond James Financial first reported a position in Fresenius Medical Care in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Fresenius Medical Care position peaked at $9.53M in Q1 2026.
235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.