Simplex Trading
FMS icon

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 		$464K Sell
20,500
-29,500
-59% -$662K ﹤0.01% 3694
2026
Q1 		$1.13M Buy
50,000
+17,400
+53% +$400K ﹤0.01% 2386
2025
Q4 		$777K Buy
+32,600
New +$811K ﹤0.01% 2874
2025
Q3 		– Sell
-3,900
Closed -$111K – 9361
2025
Q2 		$111K Buy
3,900
+1,300
+50% +$34.9K ﹤0.01% 5127
2025
Q1 		$64K Buy
2,600
+1,600
+160% +$38.1K ﹤0.01% 5522
2024
Q4 		$22K Sell
1,000
-3,100
-76% -$67.3K ﹤0.01% 6604
2024
Q3 		$87K Buy
4,100
+1,200
+41% +$23.6K ﹤0.01% 5371
2024
Q2 		$55K Buy
+2,900
New +$59.1K ﹤0.01% 5983
2023
Q4 		– Sell
-23,900
Closed -$514K – 9107
2023
Q3 		$514K Sell
23,900
-3,200
-12% -$77.7K ﹤0.01% 3366
2023
Q2 		$648K Buy
27,100
+13,600
+101% +$312K ﹤0.01% 3035
2023
Q1 		$287K Sell
13,500
-7,400
-35% -$142K ﹤0.01% 3892
2022
Q4 		$341K Buy
20,900
+19,100
+1,061% +$283K ﹤0.01% 3585
2022
Q3 		$25K Buy
1,800
+1,400
+350% +$26.5K ﹤0.01% 7272
2022
Q2 		$9K Sell
400
-200
-33% -$5.98K ﹤0.01% 8360
2022
Q1 		$20K Sell
600
-1,400
-70% -$46K ﹤0.01% 8250
2021
Q4 		$64K Buy
+2,000
New +$65.8K ﹤0.01% 6892

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.