Simplex Trading
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Simplex Trading’s Fresenius Medical Care FMS Stock Holding History

Simplex Trading’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 		$1.13M Buy
50,000
+45,500
+1,011% +$1.02M ﹤0.01% 2652
2026
Q1 		$102K Buy
4,500
+1,800
+67% +$41.3K ﹤0.01% 5064
2025
Q4 		$64.3K Sell
2,700
-5,700
-68% -$142K ﹤0.01% 5419
2025
Q3 		$221K Buy
8,400
+5,000
+147% +$129K ﹤0.01% 4823
2025
Q2 		$97K Sell
3,400
-25,800
-88% -$692K ﹤0.01% 5262
2025
Q1 		$727K Buy
29,200
+29,100
+29,100% +$693K ﹤0.01% 3010
2024
Q4 		$2K Sell
100
-7,000
-99% -$152K ﹤0.01% 8004
2024
Q3 		$151K Sell
7,100
-29,000
-80% -$571K ﹤0.01% 4806
2024
Q2 		$689K Buy
36,100
+1,400
+4% +$28.5K ﹤0.01% 3314
2024
Q1 		$669K Buy
34,700
+30,600
+746% +$606K ﹤0.01% 3543
2023
Q4 		$85K Sell
4,100
-100
-2% -$1.92K ﹤0.01% 5547
2023
Q3 		$90K Sell
4,200
-1,200
-22% -$29.1K ﹤0.01% 5196
2023
Q2 		$129K Sell
5,400
-800
-13% -$18.3K ﹤0.01% 4778
2023
Q1 		$131K Sell
6,200
-3,000
-33% -$57.4K ﹤0.01% 4847
2022
Q4 		$150K Buy
9,200
+8,300
+922% +$123K ﹤0.01% 4586
2022
Q3 		$12K Buy
+900
New +$17K ﹤0.01% 8059
2020
Q3 		– Sell
-5
Closed -$21K – 8005
2020
Q2 		$21K Buy
+5
New +$198 ﹤0.01% 6177
2018
Q1 		– Sell
-3
Closed -$5K – 6350
2017
Q4 		$5K Hold
3
– – ﹤0.01% 4488
2017
Q3 		$4K Hold
3
– – ﹤0.01% 4550
2017
Q2 		$4K Buy
+3
New +$138 ﹤0.01% 4755

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

Simplex Trading's FMS Position: Q2 2026 in Review

Simplex Trading sold out of Fresenius Medical Care (FMS) in Q2 2026, closing a stake of 21,521 shares — an estimated $483K sold.

Simplex Trading first reported a position in FMS in Q4 2021 and held it in 12 quarters. The position peaked at $486K in Q1 2026. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Simplex Trading reported no remaining Fresenius Medical Care position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 21,521 Fresenius Medical Care shares in Q2 2026, an estimated $483K.
  • Simplex Trading first reported a position in Fresenius Medical Care in Q4 2021 and held it in 12 quarters.
  • Simplex Trading's Fresenius Medical Care position peaked at $486K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.