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Richard Pzena’s Fresenius Medical Care FMS Stock Holding History

Richard Pzena’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 		$339M Sell
14,992,081
-60,741
-0.4% -$1.36M 1% 28
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

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
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Richard Pzena's FMS Position: Q2 2026 in Review

Richard Pzena reduced its Fresenius Medical Care (FMS) stake by 0.4% in Q2 2026, selling an estimated $1.36M and leaving 14,992,081 shares worth $339M. The position accounts for 1% of the portfolio, ranked #28.

Richard Pzena first reported a position in FMS in Q3 2021 and has held it in 20 quarters since. The position peaked at $426M in Q1 2023. 232 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Richard Pzena held 14,992,081 shares of Fresenius Medical Care worth $339M as of Q2 2026.
  • Richard Pzena sold 60,741 Fresenius Medical Care shares in Q2 2026, an estimated $1.36M.
  • Fresenius Medical Care made up 1% of Richard Pzena's portfolio in Q2 2026, its #28 holding.
  • Richard Pzena first reported a position in Fresenius Medical Care in Q3 2021 and has held it in 20 quarters since.
  • Richard Pzena's Fresenius Medical Care position peaked at $426M in Q1 2023.
  • 232 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Pzena Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.