Sound Income Strategies’s Fresenius Medical Care FMS Stock Holding History

Sound Income Strategies’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	–	Sell	-1	Closed	-$22	–	1144
2026 Q1	$22	Sell	1 -35	-97%	-$804	﹤0.01%	2556
2025 Q4	$790	Buy	+36	New	+$895	﹤0.01%	2326
2018 Q3	–	Sell	-5	Closed	–	–	749
2018 Q2	$0	Sell	5 -807	-99%	-$40.9K	﹤0.01%	674
2018 Q1	$41K	Buy	+812	New	+$43.3K	0.03%	135

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

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

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

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

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Sound Income Strategies's FMS Position: Q2 2026 in Review

Sound Income Strategies sold out of Fresenius Medical Care (FMS) in Q2 2026, closing a stake of 1 share — an estimated $22 sold.

Sound Income Strategies first reported a position in FMS in Q1 2018 and held it in 4 quarters. The position peaked at $41K in Q1 2018. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Sound Income Strategies reported no remaining Fresenius Medical Care position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1 Fresenius Medical Care share in Q2 2026, an estimated $22.
Sound Income Strategies first reported a position in Fresenius Medical Care in Q1 2018 and held it in 4 quarters.
Sound Income Strategies's Fresenius Medical Care position peaked at $41K in Q1 2018.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.