Sequoia Financial Advisors’s Fresenius Medical Care FMS Stock Holding History

Sequoia Financial Advisors’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	$894K	Buy	39,527 +19,252	+95%	+$432K	﹤0.01%	1004
2026 Q1	$457K	Buy	+20,275	New	+$466K	﹤0.01%	1320
2018 Q4	–	Sell	-4,393	Closed	-$226K	–	309
2018 Q3	$226K	Sell	4,393 -395	-8%	-$19.8K	0.02%	282
2018 Q2	$241K	Hold	4,788	–	–	0.03%	266
2018 Q1	$245K	Hold	4,788	–	–	0.03%	250
2017 Q4	$252K	Sell	4,788 -80	-2%	-$3.98K	0.03%	250
2017 Q3	$238K	Hold	4,868	–	–	0.03%	239
2017 Q2	$235K	Hold	4,868	–	–	0.03%	239
2017 Q1	$205K	Sell	4,868 -50	-1%	-$2.07K	0.03%	261
2016 Q4	$208K	Sell	4,918 -171	-3%	-$6.98K	0.03%	255
2016 Q3	$223K	Buy	+5,089	New	+$228K	0.04%	209
2016 Q1	–	Sell	-5,334	Closed	-$223K	–	207
2015 Q4	$223K	Buy	+5,334	New	+$225K	0.09%	156

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

Sequoia Financial Advisors's FMS Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Fresenius Medical Care (FMS) stake by 95% in Q2 2026, buying an estimated $432K and bringing the position to 39,527 shares worth $894K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Sequoia Financial Advisors first reported a position in FMS in Q4 2015 and has held it in 12 quarters since. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Sequoia Financial Advisors held 39,527 shares of Fresenius Medical Care worth $894K as of Q2 2026.
Sequoia Financial Advisors bought 19,252 Fresenius Medical Care shares in Q2 2026, an estimated $432K.
Fresenius Medical Care made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1004 holding.
Sequoia Financial Advisors first reported a position in Fresenius Medical Care in Q4 2015 and has held it in 12 quarters since.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.