Syon Capital’s Fresenius Medical Care FMS Stock Holding History

Syon Capital’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	$292K	Buy	+12,902	New	+$290K	0.01%	812
2026 Q1	–	Sell	-12,585	Closed	-$300K	–	924
2025 Q4	$300K	Sell	12,585 -1,395	-10%	-$34.7K	0.01%	743
2025 Q3	$368K	Buy	13,980 +1,620	+13%	+$41.6K	0.02%	594
2025 Q2	$353K	Sell	12,360 -1,288	-9%	-$34.6K	0.02%	486
2025 Q1	$340K	Buy	13,648 +2,096	+18%	+$49.9K	0.03%	387
2024 Q4	$262K	Buy	+11,552	New	+$251K	0.02%	443
2024 Q3	–	Sell	-13,664	Closed	-$261K	–	474
2024 Q2	$261K	Sell	13,664 -957	-7%	-$19.5K	0.02%	382
2024 Q1	$282K	Sell	14,621 -909	-6%	-$18K	0.03%	374
2023 Q4	$323K	Sell	15,530 -2,301	-13%	-$44.2K	0.03%	337
2023 Q3	$384K	Buy	+17,831	New	+$433K	0.05%	228

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

Syon Capital's FMS Position: Q2 2026 in Review

Syon Capital opened a new position in Fresenius Medical Care (FMS) in Q2 2026: 12,902 shares worth $292K. The stake represents 0.01% of the portfolio and ranks #812 among its holdings. This is a return to the name: Syon Capital previously reported a position in FMS as recently as Q4 2025.

Syon Capital first reported a position in FMS in Q3 2023 and has held it in 10 quarters since. The position peaked at $384K in Q3 2023. 233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Syon Capital held 12,902 shares of Fresenius Medical Care worth $292K as of Q2 2026.
Fresenius Medical Care was a new Syon Capital position in Q2 2026.
Fresenius Medical Care made up 0.01% of Syon Capital's portfolio in Q2 2026, its #812 holding.
Syon Capital first reported a position in Fresenius Medical Care in Q3 2023 and has held it in 10 quarters since.
Syon Capital's Fresenius Medical Care position peaked at $384K in Q3 2023.
233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.