Stifel Financial’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.15M | Buy |
95,180
+14,516
| +18% | +$326K | ﹤0.01% | 2020 |
|
|
2026
Q1 | $1.82M | Buy |
+80,664
| New | +$1.85M | ﹤0.01% | 2036 |
|
|
2022
Q3 | – | Sell |
-16,695
| Closed | -$417K | – | 3320 |
|
|
2022
Q2 | $417K | Buy |
16,695
+3,076
| +23% | +$91.9K | ﹤0.01% | 2573 |
|
|
2022
Q1 | $459K | Sell |
13,619
-381
| -3% | -$12.5K | ﹤0.01% | 2623 |
|
|
2021
Q4 | $455K | Buy |
14,000
+1,722
| +14% | +$56.7K | ﹤0.01% | 2640 |
|
|
2021
Q3 | $430K | Buy |
12,278
+1,563
| +15% | +$61.1K | ﹤0.01% | 2661 |
|
|
2021
Q2 | $446K | Sell |
10,715
-865
| -7% | -$34.6K | ﹤0.01% | 2649 |
|
|
2021
Q1 | $427K | Buy |
11,580
+1,992
| +21% | +$75.3K | ﹤0.01% | 2578 |
|
|
2020
Q4 | $399K | Buy |
9,588
+464
| +5% | +$19.3K | ﹤0.01% | 2449 |
|
|
2020
Q3 | $388K | Buy |
9,124
+880
| +11% | +$38K | ﹤0.01% | 2239 |
|
|
2020
Q2 | $356K | Sell |
8,244
-8,535
| -51% | -$337K | ﹤0.01% | 2244 |
|
|
2020
Q1 | $551K | Sell |
16,779
-4,699
| -22% | -$175K | ﹤0.01% | 1800 |
|
|
2019
Q4 | $800K | Sell |
21,478
-1,229
| -5% | -$43.6K | ﹤0.01% | 1979 |
|
|
2019
Q3 | $773K | Buy |
22,707
+1,968
| +9% | +$69.7K | ﹤0.01% | 1917 |
|
|
2019
Q2 | $813K | Buy |
20,739
+486
| +2% | +$19.3K | ﹤0.01% | 1928 |
|
|
2019
Q1 | $816K | Buy |
20,253
+74
| +0.4% | +$2.76K | ﹤0.01% | 1779 |
|
|
2018
Q4 | $659K | Buy |
20,179
+6,720
| +50% | +$271K | ﹤0.01% | 1795 |
|
|
2018
Q3 | $684K | Buy |
13,459
+51
| +0.4% | +$2.55K | ﹤0.01% | 1922 |
|
|
2018
Q2 | $668K | Sell |
13,408
-450
| -3% | -$22.8K | ﹤0.01% | 1869 |
|
|
2018
Q1 | $705K | Buy |
13,858
+458
| +3% | +$24.4K | ﹤0.01% | 1773 |
|
|
2017
Q4 | $706K | Buy |
13,400
+7,070
| +112% | +$351K | ﹤0.01% | 1722 |
|
|
2017
Q3 | $310K | Buy |
6,330
+1,619
| +34% | +$77K | ﹤0.01% | 2135 |
|
|
2017
Q2 | $225K | Buy |
+4,711
| New | +$217K | ﹤0.01% | 2288 |
|
|
2017
Q1 | – | Sell |
-4,979
| Closed | -$208K | – | 2560 |
|
|
2016
Q4 | $208K | Sell |
4,979
-6,091
| -55% | -$249K | ﹤0.01% | 2233 |
|
|
2016
Q3 | $486K | Sell |
11,070
-1,274
| -10% | -$57K | ﹤0.01% | 1742 |
|
|
2016
Q2 | $539K | Buy |
12,344
+4,456
| +56% | +$192K | ﹤0.01% | 1717 |
|
|
2016
Q1 | $347K | Buy |
+7,888
| New | +$334K | ﹤0.01% | 1755 |
|
|
2015
Q4 | – | Sell |
-15,726
| Closed | -$613K | – | 2356 |
|
|
2015
Q3 | $613K | Sell |
15,726
-1,046
| -6% | -$42.6K | ﹤0.01% | 1446 |
|
|
2015
Q2 | $683K | Buy |
+16,772
| New | +$717K | ﹤0.01% | 1523 |
|
Other funds holding FMS
FMI
BIP
TAM
TRSOTSOK
Stifel Financial's FMS Position: Q2 2026 in Review
Stifel Financial increased its Fresenius Medical Care (FMS) stake by 18% in Q2 2026, buying an estimated $326K and bringing the position to 95,180 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2020.
Stifel Financial first reported a position in FMS in Q2 2015 and has held it in 29 quarters since. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.
- Stifel Financial held 95,180 shares of Fresenius Medical Care worth $2.15M as of Q2 2026.
- Stifel Financial bought 14,516 Fresenius Medical Care shares in Q2 2026, an estimated $326K.
- Fresenius Medical Care made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2020 holding.
- Stifel Financial first reported a position in Fresenius Medical Care in Q2 2015 and has held it in 29 quarters since.
- 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.
Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.