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Valley National Advisers’s Fresenius Medical Care FMS Stock Holding History

Valley National Advisers’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 		$29.9K Sell
1,324
-73
-5% -$1.64K ﹤0.01% 470
2026
Q1 		$31K Sell
1,397
-4
-0.3% -$92 ﹤0.01% 446
2025
Q4 		$33K Sell
1,401
-1,539
-52% -$38.3K ﹤0.01% 443
2025
Q3 		$77K Sell
2,940
-126
-4% -$3.24K 0.01% 335
2025
Q2 		$87K Sell
3,066
-209
-6% -$5.61K 0.01% 319
2025
Q1 		$81K Sell
3,275
-4,661
-59% -$111K 0.01% 316
2024
Q4 		$179K Sell
7,936
-3,662
-32% -$79.5K 0.03% 231
2024
Q3 		$247K Sell
11,598
-2,798
-19% -$55.1K 0.04% 217
2024
Q2 		$274K Sell
14,396
-545
-4% -$11.1K 0.04% 214
2024
Q1 		$288K Sell
14,941
-386
-3% -$7.65K 0.04% 216
2023
Q4 		$319K Sell
15,327
-486
-3% -$9.33K 0.05% 200
2023
Q3 		$341K Sell
15,813
-612
-4% -$14.9K 0.06% 197
2023
Q2 		$394K Sell
16,425
-813
-5% -$18.6K 0.07% 193
2023
Q1 		$401K Sell
17,238
-262
-1% -$5.02K 0.07% 190
2022
Q4 		$308K Sell
17,500
-17,032
-49% -$252K 0.06% 212
2022
Q3 		$472K Buy
34,532
+2,646
+8% +$50K 0.1% 166
2022
Q2 		$775K Buy
31,886
+1,515
+5% +$45.3K 0.16% 108
2022
Q1 		$1.02M Buy
30,371
+5,510
+22% +$181K 0.2% 110
2021
Q4 		$807K Buy
24,861
+3,217
+15% +$106K 0.15% 132
2021
Q3 		$757K Buy
21,644
+4,877
+29% +$191K 0.14% 129
2021
Q2 		$697K Buy
16,767
+89
+0.5% +$3.56K 0.13% 136
2021
Q1 		$615K Sell
16,678
-89
-0.5% -$3.37K 0.12% 140
2020
Q4 		$697K Sell
16,767
-124
-0.7% -$5.17K 0.15% 120
2020
Q3 		$718K Sell
16,891
-42
-0.2% -$1.81K 0.16% 97
2020
Q2 		$733K Sell
16,933
-772
-4% -$30.5K 0.17% 94
2020
Q1 		$581K Buy
17,705
+7,321
+71% +$272K 0.16% 103
2019
Q4 		$382K Buy
10,384
+10,148
+4,300% +$360K 0.1% 144
2019
Q3 		$8K Buy
+236
New +$8.36K ﹤0.01% 530

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

Valley National Advisers's FMS Position: Q2 2026 in Review

Valley National Advisers reduced its Fresenius Medical Care (FMS) stake by 5.2% in Q2 2026, selling an estimated $1.64K and leaving 1,324 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Valley National Advisers first reported a position in FMS in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.02M in Q1 2022. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Valley National Advisers held 1,324 shares of Fresenius Medical Care worth $29.9K as of Q2 2026.
  • Valley National Advisers sold 73 Fresenius Medical Care shares in Q2 2026, an estimated $1.64K.
  • Fresenius Medical Care made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #470 holding.
  • Valley National Advisers first reported a position in Fresenius Medical Care in Q3 2019 and has held it in 28 quarters since.
  • Valley National Advisers's Fresenius Medical Care position peaked at $1.02M in Q1 2022.
  • 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.