Steward Partners Investment Advisory’s Fresenius Medical Care FMS Stock Holding History

Steward Partners Investment Advisory’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	$471K	Buy	20,853 +20,809	+47,293%	+$467K	﹤0.01%	1725
2026 Q1	$993	Sell	44 -178	-80%	-$4.09K	﹤0.01%	4188
2025 Q4	$5.29K	Hold	222	–	–	﹤0.01%	3674
2025 Q3	$5.84K	Hold	222	–	–	﹤0.01%	3609
2025 Q2	$6.34K	Sell	222 -156	-41%	-$4.19K	﹤0.01%	3397
2025 Q1	$9.41K	Sell	378 -54	-13%	-$1.29K	﹤0.01%	3125
2024 Q4	$9.78K	Buy	+432	New	+$9.38K	﹤0.01%	3111
2020 Q4	–	Sell	-17	Closed	-$1K	–	2919
2020 Q3	$1K	Sell	17 -21	-55%	-$906	﹤0.01%	2655
2020 Q2	$2K	Buy	+38	New	+$1.5K	﹤0.01%	2468
2020 Q1	–	Sell	-1	Closed	–	–	2558
2019 Q4	$0	Sell	1 -116	-99%	-$4.11K	﹤0.01%	2636
2019 Q3	$3K	Buy	117 +75	+179%	+$2.66K	﹤0.01%	2351
2019 Q2	$1K	Buy	+42	New	+$1.66K	﹤0.01%	2523
2017 Q2	–	Sell	-13	Closed	–	–	1641
2017 Q1	$0	Buy	+13	New	+$537	﹤0.01%	1522

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

Steward Partners Investment Advisory's FMS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Fresenius Medical Care (FMS) stake by 47,293% in Q2 2026, buying an estimated $467K and bringing the position to 20,853 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

Steward Partners Investment Advisory first reported a position in FMS in Q1 2017 and has held it in 13 quarters since. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Steward Partners Investment Advisory held 20,853 shares of Fresenius Medical Care worth $471K as of Q2 2026.
Steward Partners Investment Advisory bought 20,809 Fresenius Medical Care shares in Q2 2026, an estimated $467K.
Fresenius Medical Care made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1725 holding.
Steward Partners Investment Advisory first reported a position in Fresenius Medical Care in Q1 2017 and has held it in 13 quarters since.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.