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Smartleaf Asset Management’s Fresenius Medical Care FMS Stock Holding History

Smartleaf Asset Management’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 		$24.4K Hold
1,073
– – ﹤0.01% 1904
2026
Q1 		$23.8K Sell
1,073
-68
-6% -$1.56K ﹤0.01% 1849
2025
Q4 		$27.3K Hold
1,141
– – ﹤0.01% 1866
2025
Q3 		$29.4K Buy
1,141
+67
+6% +$1.72K ﹤0.01% 1648
2025
Q2 		$30.3K Sell
1,074
-115
-10% -$3.09K ﹤0.01% 1377
2025
Q1 		$29.5K Sell
1,189
-35
-3% -$833 ﹤0.01% 1413
2024
Q4 		$27.8K Buy
1,224
+806
+193% +$17.5K ﹤0.01% 1472
2024
Q3 		$8.91K Buy
418
+181
+76% +$3.56K ﹤0.01% 1830
2024
Q2 		$4.54K Buy
237
+91
+62% +$1.85K ﹤0.01% 1851
2024
Q1 		$2.83K Sell
146
-2,175
-94% -$43.1K ﹤0.01% 1391
2023
Q4 		$48.6K Buy
+2,321
New +$44.6K 0.01% 542

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

Smartleaf Asset Management's FMS Position: Q2 2026 in Review

Smartleaf Asset Management held its Fresenius Medical Care (FMS) position steady in Q2 2026 at 1,073 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

Smartleaf Asset Management first reported a position in FMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $48.6K in Q4 2023. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Smartleaf Asset Management held 1,073 shares of Fresenius Medical Care worth $24.4K as of Q2 2026.
  • Smartleaf Asset Management left its Fresenius Medical Care share count unchanged in Q2 2026.
  • Fresenius Medical Care made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1904 holding.
  • Smartleaf Asset Management first reported a position in Fresenius Medical Care in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Fresenius Medical Care position peaked at $48.6K in Q4 2023.
  • 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.