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
Q2 		$47K Buy
2,077
+327
+19% +$7.34K ﹤0.01% 3400
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 $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

Rockefeller Capital Management's FMS Position: Q2 2026 in Review

Rockefeller Capital Management increased its Fresenius Medical Care (FMS) stake by 19% in Q2 2026, buying an estimated $7.34K and bringing the position to 2,077 shares worth $47K. 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 20 quarters since. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Rockefeller Capital Management held 2,077 shares of Fresenius Medical Care worth $47K as of Q2 2026.
  • Rockefeller Capital Management bought 327 Fresenius Medical Care shares in Q2 2026, an estimated $7.34K.
  • Fresenius Medical Care made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3400 holding.
  • Rockefeller Capital Management first reported a position in Fresenius Medical Care in Q1 2018 and has held it in 20 quarters since.
  • 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.