FRANKLIN STREET ADVISORS INC /NC FMS FRESENIUS MEDICAL

Ownership history in FRANKLIN STREET ADVISORS INC /NC  ·  7 quarters on record

AI Ownership Summary

FRANKLIN STREET ADVISORS INC /NC reported FRESENIUS MEDICAL (FMS) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows FMS at 0.01% 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 FRANKLIN STREET ADVISORS INC /NC's position in FRESENIUS MEDICAL, 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
2026 Q1

FMS was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% 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
2024 Q4 to 2026 Q1

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 FRANKLIN STREET ADVISORS INC /NC held FMS — position size vs. price
% of Fund (quarterly)    FMS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 8,896 0% 0.01% $201K 2026-04-10 $22.71
2025 Q4 UNCHANGED 8,896 0% 0.01% $212K 2026-01-21 $20.84
2025 Q3 UNCHANGED 8,896 0% 0.01% $234K 2025-10-09 $26.11
2025 Q2 UNCHANGED 8,896 0% 0.02% $254K 2025-07-21 $25.27
2025 Q1 UNCHANGED 8,896 0% 0.02% $222K 2025-04-15 $23.37
2024 Q4 ADDED 8,896 +3,972 +80.7% 0.01% $201K 2025-01-10 $21.02
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FRANKLIN STREET ADVISORS INC /NC and FMS

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

How long has FRANKLIN STREET ADVISORS INC /NC reported owning FMS?

FRANKLIN STREET ADVISORS INC /NC reported FMS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FMS position in FRANKLIN STREET ADVISORS INC /NC's portfolio?

The largest reported portfolio weight for FMS was 0.02% in 2025 Q2.

What is the latest reported FMS position on this page?

The most recent filing on this page is 2026 Q1, when FRANKLIN STREET ADVISORS INC /NC reported 8,896 shares, equal to 0.01% of portfolio, with an estimated market value of $201K.

What does the chart on this FMS ownership page compare?

The chart compares FRANKLIN STREET ADVISORS INC /NC'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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