SEI Investments’s Fresenius Medical Care FMS Stock Holding History

SEI Investments’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	$1.61M	Sell	71,001 -49,703	-41%	-$1.12M	﹤0.01%	2053
2026 Q1	$2.72M	Buy	120,704 +53,922	+81%	+$1.24M	﹤0.01%	1854
2025 Q4	$1.59M	Buy	66,782 +52,903	+381%	+$1.32M	﹤0.01%	1965
2025 Q3	$365K	Buy	13,879 +1,287	+10%	+$33.1K	﹤0.01%	2381
2025 Q2	$360K	Buy	12,592 +2,670	+27%	+$71.7K	﹤0.01%	2324
2025 Q1	$247K	Buy	+9,922	New	+$236K	﹤0.01%	2408
2022 Q1	–	Sell	-7,645	Closed	-$246K	–	2607
2021 Q4	$246K	Sell	7,645 -11	-0.1%	-$362	﹤0.01%	2403
2021 Q3	$266K	Buy	+7,656	New	+$299K	﹤0.01%	2354
2018 Q3	–	Sell	-3,936	Closed	-$199K	–	2790
2018 Q2	$199K	Buy	3,936 +581	+17%	+$29.5K	﹤0.01%	2066
2018 Q1	$172K	Buy	3,355 +776	+30%	+$41.4K	﹤0.01%	1944
2017 Q4	$136K	Buy	2,579 +287	+13%	+$14.3K	﹤0.01%	2040
2017 Q3	$112K	Buy	2,292 +410	+22%	+$19.5K	﹤0.01%	2046
2017 Q2	$91K	Buy	1,882 +680	+57%	+$31.3K	﹤0.01%	2087
2017 Q1	$51K	Buy	1,202 +23	+2%	+$951	﹤0.01%	2112
2016 Q4	$50K	Buy	1,179 +296	+34%	+$12.1K	﹤0.01%	2143
2016 Q3	$39K	Buy	883 +204	+30%	+$9.13K	﹤0.01%	2125
2016 Q2	$30K	Buy	679 +349	+106%	+$15K	﹤0.01%	2065
2016 Q1	$15K	Buy	330 +86	+35%	+$3.64K	﹤0.01%	2109
2015 Q4	$10K	Buy	244 +88	+56%	+$3.71K	﹤0.01%	2215
2015 Q3	$6K	Sell	156 -16	-9%	-$651	﹤0.01%	2248
2015 Q2	$7K	Buy	172 +29	+20%	+$1.24K	﹤0.01%	1962
2015 Q1	$6K	Sell	143 -19	-12%	-$734	﹤0.01%	1983
2014 Q4	$7K	Buy	+162	New	+$5.84K	﹤0.01%	1918

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

SEI Investments's FMS Position: Q2 2026 in Review

SEI Investments reduced its Fresenius Medical Care (FMS) stake by 41% in Q2 2026, selling an estimated $1.12M and leaving 71,001 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

SEI Investments first reported a position in FMS in Q4 2014 and has held it in 23 quarters since. The position peaked at $2.72M in Q1 2026. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

SEI Investments held 71,001 shares of Fresenius Medical Care worth $1.61M as of Q2 2026.
SEI Investments sold 49,703 Fresenius Medical Care shares in Q2 2026, an estimated $1.12M.
Fresenius Medical Care made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2053 holding.
SEI Investments first reported a position in Fresenius Medical Care in Q4 2014 and has held it in 23 quarters since.
SEI Investments's Fresenius Medical Care position peaked at $2.72M in Q1 2026.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.