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Ritholtz Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Ritholtz Wealth 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
Q2 		$2.9M Buy
128,403
+43,745
+52% +$982K 0.04% 317
2026
Q1 		$1.91M Buy
84,658
+60,652
+253% +$1.39M 0.03% 383
2025
Q4 		$572K Buy
24,006
+5,595
+30% +$139K 0.01% 674
2025
Q3 		$485K Sell
18,411
-530
-3% -$13.6K 0.01% 690
2025
Q2 		$541K Buy
18,941
+237
+1% +$6.36K 0.01% 617
2025
Q1 		$466K Sell
18,704
-826
-4% -$19.7K 0.01% 613
2024
Q4 		$442K Sell
19,530
-844
-4% -$18.3K 0.01% 600
2024
Q3 		$434K Sell
20,374
-16,527
-45% -$325K 0.01% 597
2024
Q2 		$704K Buy
36,901
+895
+2% +$18.2K 0.02% 434
2024
Q1 		$694K Buy
36,006
+5,769
+19% +$114K 0.02% 455
2023
Q4 		$630K Buy
30,237
+5,059
+20% +$97.2K 0.02% 437
2023
Q3 		$542K Buy
+25,178
New +$611K 0.02% 437

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

Ritholtz Wealth Management's FMS Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Fresenius Medical Care (FMS) stake by 52% in Q2 2026, buying an estimated $982K and bringing the position to 128,403 shares worth $2.9M. The position accounts for 0.04% of the portfolio, ranked #317.

Ritholtz Wealth Management first reported a position in FMS in Q3 2023 and has held it in 12 quarters since. 233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Ritholtz Wealth Management held 128,403 shares of Fresenius Medical Care worth $2.9M as of Q2 2026.
  • Ritholtz Wealth Management bought 43,745 Fresenius Medical Care shares in Q2 2026, an estimated $982K.
  • Fresenius Medical Care made up 0.04% of Ritholtz Wealth Management's portfolio in Q2 2026, its #317 holding.
  • Ritholtz Wealth Management first reported a position in Fresenius Medical Care in Q3 2023 and has held it in 12 quarters since.
  • 233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.