VisionPoint Advisory Group’s Fresenius Medical Care FMS Stock Holding History

VisionPoint Advisory Group’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	–	Sell	-42,891	Closed	-$1.02M	–	456
2025 Q4	$1.02M	Sell	42,891 -6,365	-13%	-$158K	0.2%	112
2025 Q3	$1.3M	Sell	49,256 -3,322	-6%	-$85.4K	0.26%	98
2025 Q2	$1.5M	Sell	52,578 -63,533	-55%	-$1.71M	0.33%	88
2025 Q1	$2.89M	Buy	116,111 +5,842	+5%	+$139K	0.99%	26
2024 Q4	$2.44M	Sell	110,269 -36,114	-25%	-$784K	0.84%	31
2024 Q3	$3.12M	Buy	146,383 +17,805	+14%	+$350K	1.05%	18
2024 Q2	$2.45M	Buy	128,578 +13,290	+12%	+$271K	0.87%	32
2024 Q1	$2.22M	Buy	115,288 +76,287	+196%	+$1.51M	0.8%	31
2023 Q4	$812K	Buy	+39,001	New	+$749K	0.3%	74

Other funds holding FMS

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B 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 New York $871B 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 $2.09B AUM 112.84% 1-Year Est. Return

VisionPoint Advisory Group's FMS Position: Q1 2026 in Review

VisionPoint Advisory Group sold out of Fresenius Medical Care (FMS) in Q1 2026, closing a stake of 42,891 shares — an estimated $1.02M sold.

VisionPoint Advisory Group first reported a position in FMS in Q4 2023 and held it in 9 quarters. The position peaked at $3.12M in Q3 2024. 218 funds tracked by Wall St. Rank hold FMS as of Q1 2026.

VisionPoint Advisory Group reported no remaining Fresenius Medical Care position as of Q1 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 42,891 Fresenius Medical Care shares in Q1 2026, an estimated $1.02M.
VisionPoint Advisory Group first reported a position in Fresenius Medical Care in Q4 2023 and held it in 9 quarters.
VisionPoint Advisory Group's Fresenius Medical Care position peaked at $3.12M in Q3 2024.
218 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2026.

Based on VisionPoint Advisory Group's 13F filing for Q1 2026, filed 7 May 2026.