FMS Fresenius Med. Care

Ownership history in FIDUCIARY MANAGEMENT INC /WI/  ·  20 quarters on record

AI Ownership Summary

FIDUCIARY MANAGEMENT INC /WI/ reported Fresenius Med. Care (FMS) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.55% in 2025 Q2. The latest visible filing shows FMS at 1.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FMS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIDUCIARY MANAGEMENT INC /WI/'s position in Fresenius Med. Care, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FMS was reported at 1.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.55% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIDUCIARY MANAGEMENT INC /WI/ held FMS — position size vs. price
% of Fund (quarterly)    FMS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 4,961,969 -495,419 -9.1% 1.30% $118.2M 2026-02-14 (Est.) $24.44
2025 Q3 REDUCED 5,457,388 -198,984 -3.5% 1.45% $143.7M 2025-11-14 $23.39
2025 Q2 REDUCED 5,656,372 -293,639 -4.9% 1.55% $161.6M 2025-08-14 $24.87
2025 Q1 REDUCED 5,950,011 -358,652 -5.7% 1.43% $148.2M 2025-05-14 $27.08
2024 Q4 REDUCED 6,308,663 -252,521 -3.8% 1.33% $142.8M 2025-02-13 $23.58
2024 Q3 ADDED 6,561,184 +1,391,259 +26.9% 1.22% $139.8M 2024-11-14 $20.73
2024 Q2 REDUCED 5,169,925 -238,339 -4.4% 0.92% $98.7M 2024-08-13 $18.19
2024 Q1 REDUCED 5,408,264 -265,149 -4.7% 0.93% $104.3M 2024-05-14 $20.76
2023 Q4 REDUCED 5,673,413 -417,637 -6.9% 1.11% $118.2M 2024-02-14 $20.03
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FIDUCIARY MANAGEMENT INC /WI/ and FMS

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIDUCIARY MANAGEMENT INC /WI/ reported owning FMS?

FIDUCIARY MANAGEMENT INC /WI/ reported FMS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FMS position in FIDUCIARY MANAGEMENT INC /WI/'s portfolio?

The largest reported portfolio weight for FMS was 1.55% in 2025 Q2.

What is the latest reported FMS position on this page?

The most recent filing on this page is 2025 Q4, when FIDUCIARY MANAGEMENT INC /WI/ reported 4,961,969 shares, equal to 1.30% of portfolio, with an estimated market value of $118.2M.

What does the chart on this FMS ownership page compare?

The chart compares FIDUCIARY MANAGEMENT INC /WI/'s quarterly FMS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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