United Capital Financial Advisors’s Fresenius Medical Care FMS Stock Holding History

United Capital Financial 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	$262K	Buy	11,586 +1,487	+15%	+$33.4K	﹤0.01%	1423
2026 Q1	$228K	Buy	10,099 +1,082	+12%	+$24.9K	﹤0.01%	1498
2025 Q4	$215K	Buy	9,017 +553	+7%	+$13.8K	﹤0.01%	1301
2025 Q3	$223K	Buy	8,464 +156	+2%	+$4.01K	﹤0.01%	1120
2025 Q2	$237K	Buy	+8,308	New	+$223K	﹤0.01%	993
2019 Q3	–	Sell	-10,790	Closed	-$424K	–	1378
2019 Q2	$424K	Buy	+10,790	New	+$427K	﹤0.01%	1098
2018 Q4	–	Sell	-5,009	Closed	-$258K	–	1318
2018 Q3	$258K	Buy	5,009 +233	+5%	+$11.7K	﹤0.01%	1164
2018 Q2	$240K	Sell	4,776 -112	-2%	-$5.68K	﹤0.01%	1172
2018 Q1	$250K	Buy	4,888 +76	+2%	+$4.05K	﹤0.01%	1156
2017 Q4	$253K	Buy	+4,812	New	+$239K	﹤0.01%	1170

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

United Capital Financial Advisors's FMS Position: Q2 2026 in Review

United Capital Financial Advisors increased its Fresenius Medical Care (FMS) stake by 15% in Q2 2026, buying an estimated $33.4K and bringing the position to 11,586 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

United Capital Financial Advisors first reported a position in FMS in Q4 2017 and has held it in 10 quarters since. The position peaked at $424K in Q2 2019. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

United Capital Financial Advisors held 11,586 shares of Fresenius Medical Care worth $262K as of Q2 2026.
United Capital Financial Advisors bought 1,487 Fresenius Medical Care shares in Q2 2026, an estimated $33.4K.
Fresenius Medical Care made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1423 holding.
United Capital Financial Advisors first reported a position in Fresenius Medical Care in Q4 2017 and has held it in 10 quarters since.
United Capital Financial Advisors's Fresenius Medical Care position peaked at $424K in Q2 2019.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.