SageView Advisory Group’s Fresenius Medical Care FMS Stock Holding History

SageView Advisory Group’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	–	Sell	-272	Closed	-$6.48K	–	1238
2025 Q4	$6.48K	Buy	+272	New	+$6.77K	﹤0.01%	1875
2024 Q2	–	Sell	-6,568	Closed	-$309K	–	594
2024 Q1	$309K	Buy	+6,568	New	+$130K	0.02%	407

Other funds holding FMS

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return

SageView Advisory Group's FMS Position: Q1 2026 in Review

SageView Advisory Group sold out of Fresenius Medical Care (FMS) in Q1 2026, closing a stake of 272 shares — an estimated $6.48K sold.

SageView Advisory Group first reported a position in FMS in Q1 2024 and held it in 2 quarters. The position peaked at $309K in Q1 2024. 220 funds tracked by Wall St. Rank hold FMS as of Q1 2026.

SageView Advisory Group reported no remaining Fresenius Medical Care position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 272 Fresenius Medical Care shares in Q1 2026, an estimated $6.48K.
SageView Advisory Group first reported a position in Fresenius Medical Care in Q1 2024 and held it in 2 quarters.
SageView Advisory Group's Fresenius Medical Care position peaked at $309K in Q1 2024.
220 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.