TD Private Client Wealth’s Fresenius Medical Care FMS Stock Holding History

TD Private Client Wealth’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	$7.1K	Buy	314 +5	+2%	+$112	﹤0.01%	1172
2026 Q1	$6.97K	Buy	309 +272	+735%	+$6.25K	﹤0.01%	1144
2025 Q4	$881	Buy	37 +8	+28%	+$199	﹤0.01%	1390
2025 Q3	$764	Sell	29 -4,896	-99%	-$126K	﹤0.01%	1383
2025 Q2	$141K	Buy	4,925 +4,849	+6,380%	+$130K	﹤0.01%	693
2025 Q1	$1.89K	Hold	76	–	–	﹤0.01%	1200
2024 Q4	$1.72K	Hold	76	–	–	﹤0.01%	1207
2024 Q3	$1.62K	Sell	76 -16	-17%	-$315	﹤0.01%	1204
2024 Q2	$1.76K	Buy	92 +43	+88%	+$877	﹤0.01%	1142
2024 Q1	$945	Hold	49	–	–	﹤0.01%	1177
2023 Q4	$1.02K	Hold	49	–	–	﹤0.01%	1183
2023 Q3	$1.05K	Hold	49	–	–	﹤0.01%	1176
2023 Q2	$1.17K	Hold	49	–	–	﹤0.01%	1199
2023 Q1	$1.04K	Hold	49	–	–	﹤0.01%	1188
2022 Q4	$801	Buy	+49	New	+$726	﹤0.01%	1157
2021 Q1	–	Sell	-262	Closed	-$10.9K	–	1183
2020 Q4	$10.9K	Buy	262 +255	+3,643%	+$10.6K	﹤0.01%	831
2020 Q3	$297	Hold	7	–	–	﹤0.01%	1076
2020 Q2	$303	Sell	7 -776	-99%	-$30.7K	﹤0.01%	1070
2020 Q1	$25.7K	Buy	+783	New	+$29.1K	﹤0.01%	662

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

TD Private Client Wealth's FMS Position: Q2 2026 in Review

TD Private Client Wealth increased its Fresenius Medical Care (FMS) stake by 1.6% in Q2 2026, buying an estimated $112 and bringing the position to 314 shares worth $7.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

TD Private Client Wealth first reported a position in FMS in Q1 2020 and has held it in 19 quarters since. The position peaked at $141K in Q2 2025. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

TD Private Client Wealth held 314 shares of Fresenius Medical Care worth $7.1K as of Q2 2026.
TD Private Client Wealth bought 5 Fresenius Medical Care shares in Q2 2026, an estimated $112.
Fresenius Medical Care made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1172 holding.
TD Private Client Wealth first reported a position in Fresenius Medical Care in Q1 2020 and has held it in 19 quarters since.
TD Private Client Wealth's Fresenius Medical Care position peaked at $141K in Q2 2025.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.