Venturi Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Venturi Wealth Management’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	$347K	Buy	+15,357	New	+$345K	0.01%	467
2025 Q1	–	Sell	-5,700	Closed	-$129K	–	1030
2024 Q4	$129K	Buy	5,700 +441	+8%	+$9.57K	0.01%	673
2024 Q3	$112K	Buy	5,259 +4,800	+1,046%	+$94.5K	0.01%	533
2024 Q2	$8.76K	Buy	459 +41	+10%	+$836	﹤0.01%	1130
2024 Q1	$8.06K	Hold	418	–	–	﹤0.01%	978
2023 Q4	$8.71K	Hold	418	–	–	﹤0.01%	900
2023 Q3	$9K	Hold	418	–	–	﹤0.01%	825
2023 Q2	$10K	Hold	418	–	–	﹤0.01%	653
2023 Q1	$8.89K	Buy	+418	New	+$8K	﹤0.01%	735

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

Venturi Wealth Management's FMS Position: Q2 2026 in Review

Venturi Wealth Management opened a new position in Fresenius Medical Care (FMS) in Q2 2026: 15,357 shares worth $347K. The stake represents 0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in FMS as recently as Q4 2024.

Venturi Wealth Management first reported a position in FMS in Q1 2023 and has held it in 9 quarters since. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Venturi Wealth Management held 15,357 shares of Fresenius Medical Care worth $347K as of Q2 2026.
Fresenius Medical Care was a new Venturi Wealth Management position in Q2 2026.
Fresenius Medical Care made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #467 holding.
Venturi Wealth Management first reported a position in Fresenius Medical Care in Q1 2023 and has held it in 9 quarters since.
235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.