SF
FMS icon

Summit Financial’s Fresenius Medical Care FMS Stock Holding History

Summit Financial’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 		$638K Buy
28,228
+131
+0.5% +$2.94K 0.01% 1007
2026
Q1 		$634K Buy
+28,097
New +$645K 0.01% 929

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

Summit Financial's FMS Position: Q2 2026 in Review

Summit Financial increased its Fresenius Medical Care (FMS) stake by 0.47% in Q2 2026, buying an estimated $2.94K and bringing the position to 28,228 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #1007.

Summit Financial first reported a position in FMS in Q1 2026 and has held it in 2 quarters since. 233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Summit Financial held 28,228 shares of Fresenius Medical Care worth $638K as of Q2 2026.
  • Summit Financial bought 131 Fresenius Medical Care shares in Q2 2026, an estimated $2.94K.
  • Fresenius Medical Care made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1007 holding.
  • Summit Financial first reported a position in Fresenius Medical Care in Q1 2026 and has held it in 2 quarters since.
  • 233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.