Summit Trail Advisors’s Fresenius Medical Care FMS Stock Holding History

Summit Trail Advisors’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	$841K	Sell	37,189 -305	-0.8%	-$6.85K	0.01%	1052
2026 Q1	$846K	Buy	37,494 +25,734	+219%	+$591K	0.01%	994
2025 Q4	$280K	Sell	11,760 -614	-5%	-$15.3K	﹤0.01%	1221
2025 Q3	$326K	Sell	12,374 -94	-0.8%	-$2.42K	﹤0.01%	1186
2025 Q2	$356K	Buy	+12,468	New	+$335K	0.01%	856
2018 Q1	–	Sell	-987	Closed	-$56K	–	867
2017 Q4	$56K	Buy	+987	New	+$49K	0.01%	786

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

Summit Trail Advisors's FMS Position: Q2 2026 in Review

Summit Trail Advisors reduced its Fresenius Medical Care (FMS) stake by 0.81% in Q2 2026, selling an estimated $6.85K and leaving 37,189 shares worth $841K. The position accounts for 0.01% of the portfolio, ranked #1052.

Summit Trail Advisors first reported a position in FMS in Q4 2017 and has held it in 6 quarters since. The position peaked at $846K in Q1 2026. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Summit Trail Advisors held 37,189 shares of Fresenius Medical Care worth $841K as of Q2 2026.
Summit Trail Advisors sold 305 Fresenius Medical Care shares in Q2 2026, an estimated $6.85K.
Fresenius Medical Care made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1052 holding.
Summit Trail Advisors first reported a position in Fresenius Medical Care in Q4 2017 and has held it in 6 quarters since.
Summit Trail Advisors's Fresenius Medical Care position peaked at $846K in Q1 2026.
235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.