Rockefeller Capital Management
FMS icon

Rockefeller Capital Management’s Fresenius Medical Care FMS Stock Holding History

Rockefeller Capital 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 		$39.5K Buy
1,750
+860
+97% +$19.8K ﹤0.01% 3400
2025
Q4 		$21.2K Buy
890
+203
+30% +$5.05K ﹤0.01% 3493
2025
Q3 		$18.1K Buy
+687
New +$17.7K ﹤0.01% 3396
2023
Q1 		– Sell
-373
Closed -$4K – 2653
2022
Q4 		$4K Sell
373
-70
-16% -$1.04K ﹤0.01% 3374
2022
Q3 		$5K Buy
443
+21
+5% +$397 ﹤0.01% 3332
2022
Q2 		$10K Sell
422
-307
-42% -$9.18K ﹤0.01% 3116
2022
Q1 		$24K Buy
729
+380
+109% +$12.5K ﹤0.01% 2638
2021
Q4 		$11K Sell
349
-272
-44% -$8.95K ﹤0.01% 2923
2021
Q3 		$21K Buy
621
+224
+56% +$8.75K ﹤0.01% 2562
2021
Q2 		$15K Sell
397
-70
-15% -$2.8K ﹤0.01% 2603
2021
Q1 		$16K Buy
467
+210
+82% +$7.94K ﹤0.01% 2382
2020
Q4 		$9K Sell
257
-24
-9% -$1K ﹤0.01% 2262
2020
Q3 		$11K Buy
281
+25
+10% +$1.08K ﹤0.01% 1983
2020
Q2 		$11K Buy
256
+20
+8% +$790 ﹤0.01% 1860
2020
Q1 		$8K Hold
236
– – ﹤0.01% 1808
2019
Q4 		$9K Buy
236
+148
+168% +$5.25K ﹤0.01% 1633
2019
Q3 		$3K Buy
+88
New +$3.12K ﹤0.01% 1722
2019
Q2 		– Sell
-478
Closed -$19K – 1763
2019
Q1 		$19K Buy
+478
New +$17.8K ﹤0.01% 1258
2018
Q2 		– Sell
-408
Closed -$21K – 775
2018
Q1 		$21K Buy
+408
New +$21.8K ﹤0.01% 474

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B 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
Goldman Sachs New York $871B 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 $2.09B AUM 112.84% 1-Year Est. Return

Rockefeller Capital Management's FMS Position: Q1 2026 in Review

Rockefeller Capital Management increased its Fresenius Medical Care (FMS) stake by 97% in Q1 2026, buying an estimated $19.8K and bringing the position to 1,750 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3400.

Rockefeller Capital Management first reported a position in FMS in Q1 2018 and has held it in 19 quarters since. 218 funds tracked by Wall St. Rank hold FMS as of Q1 2026.

  • Rockefeller Capital Management held 1,750 shares of Fresenius Medical Care worth $39.5K as of Q1 2026.
  • Rockefeller Capital Management bought 860 Fresenius Medical Care shares in Q1 2026, an estimated $19.8K.
  • Fresenius Medical Care made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3400 holding.
  • Rockefeller Capital Management first reported a position in Fresenius Medical Care in Q1 2018 and has held it in 19 quarters since.
  • 218 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.