UBS AM
FMS icon

UBS AM’s Fresenius Medical Care FMS Stock Holding History

UBS AM’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 		$289K Hold
12,784
– – ﹤0.01% 2656
2026
Q1 		$288K Buy
12,784
+10,340
+423% +$238K ﹤0.01% 2666
2025
Q4 		$58.2K Buy
+2,444
New +$60.8K ﹤0.01% 2596
2019
Q4 		– Sell
-2,882
Closed -$96.8K – 2634
2019
Q3 		$96.8K Sell
2,882
-114
-4% -$4.04K ﹤0.01% 2666
2019
Q2 		$118K Hold
2,996
– – ﹤0.01% 2626
2019
Q1 		$121K Sell
2,996
-123
-4% -$4.58K ﹤0.01% 2551
2018
Q4 		$101K Sell
3,119
-687
-18% -$27.7K ﹤0.01% 2514
2018
Q3 		$196K Buy
3,806
+34
+0.9% +$1.7K ﹤0.01% 2455
2018
Q2 		$190K Buy
3,772
+1,008
+36% +$51.1K ﹤0.01% 2487
2018
Q1 		$141K Buy
2,764
+407
+17% +$21.7K ﹤0.01% 2431
2017
Q4 		$124K Hold
2,357
– – ﹤0.01% 2379
2017
Q3 		$115K Hold
2,357
– – ﹤0.01% 2351
2017
Q2 		$114K Buy
2,357
+81
+4% +$3.73K ﹤0.01% 2328
2017
Q1 		$95.9K Sell
2,276
-409
-15% -$16.9K ﹤0.01% 2304
2016
Q4 		$1.13M Buy
+2,685
New +$110K ﹤0.01% 1509
2014
Q1 		– Sell
-5,633
Closed -$200K – 2587
2013
Q4 		$200K Sell
5,633
-696
-11% -$23.3K ﹤0.01% 2371
2013
Q3 		$205K Sell
6,329
-4,225
-40% -$138K ﹤0.01% 2314
2013
Q2 		$372K Buy
+10,554
New +$367K ﹤0.01% 1859

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

UBS AM's FMS Position: Q2 2026 in Review

UBS AM held its Fresenius Medical Care (FMS) position steady in Q2 2026 at 12,784 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #2656.

UBS AM first reported a position in FMS in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.13M in Q4 2016. 233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • UBS AM held 12,784 shares of Fresenius Medical Care worth $289K as of Q2 2026.
  • UBS AM left its Fresenius Medical Care share count unchanged in Q2 2026.
  • Fresenius Medical Care made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2656 holding.
  • UBS AM first reported a position in Fresenius Medical Care in Q2 2013 and has held it in 18 quarters since.
  • UBS AM's Fresenius Medical Care position peaked at $1.13M in Q4 2016.
  • 233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.