Riverwater Partners’s Fresenius Medical Care FMS Stock Holding History

Riverwater Partners’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	$346K	Hold	15,306	–	–	0.1%	166
2026 Q1	$345K	Hold	15,306	–	–	0.12%	158
2025 Q4	$365K	Hold	15,306	–	–	0.14%	157
2025 Q3	$403K	Hold	15,306	–	–	0.17%	140
2025 Q2	$437K	Hold	15,306	–	–	0.21%	127
2025 Q1	$381K	Sell	15,306 -1,075	-7%	-$25.6K	0.2%	123
2024 Q4	$371K	Hold	16,381	–	–	0.18%	135
2024 Q3	$346K	Buy	16,381 +3,736	+30%	+$73.5K	0.17%	147
2024 Q2	$241K	Hold	12,645	–	–	0.18%	161
2024 Q1	$244K	Sell	12,645 -155	-1%	-$3.07K	0.18%	168
2023 Q4	$267K	Hold	12,800	–	–	0.21%	156
2023 Q3	$276K	Sell	12,800 -780	-6%	-$18.9K	0.25%	142
2023 Q2	$325K	Buy	13,580 +3,582	+36%	+$82.1K	0.29%	115
2023 Q1	$213K	Buy	+9,998	New	+$191K	0.2%	169
2022 Q3	–	Sell	-9,998	Closed	-$249K	–	199
2022 Q2	$249K	Buy	+9,998	New	+$299K	0.25%	146
2022 Q1	–	Sell	-9,998	Closed	-$325K	–	143
2021 Q4	$325K	Buy	+9,998	New	+$329K	0.29%	136

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

Riverwater Partners's FMS Position: Q2 2026 in Review

Riverwater Partners held its Fresenius Medical Care (FMS) position steady in Q2 2026 at 15,306 shares worth $346K. The position accounts for 0.1% of the portfolio, ranked #166.

Riverwater Partners first reported a position in FMS in Q4 2021 and has held it in 16 quarters since. The position peaked at $437K in Q2 2025. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Riverwater Partners held 15,306 shares of Fresenius Medical Care worth $346K as of Q2 2026.
Riverwater Partners left its Fresenius Medical Care share count unchanged in Q2 2026.
Fresenius Medical Care made up 0.1% of Riverwater Partners's portfolio in Q2 2026, its #166 holding.
Riverwater Partners first reported a position in Fresenius Medical Care in Q4 2021 and has held it in 16 quarters since.
Riverwater Partners's Fresenius Medical Care position peaked at $437K in Q2 2025.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.