UCFA
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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
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 – 1379
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

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FMI
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Dodge & Cox
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Morgan Stanley
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Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $1.89B AUM 112.84% 1-Year Est. Return