FMS β€” FRESENIUS MEDICAL CARE AG

Ownership history in MB, LEVIS & ASSOCIATES, LLC  Β·  5 quarters on record

AI Ownership Summary

MB, LEVIS & ASSOCIATES, LLC reported FRESENIUS MEDICAL CARE AG (FMS) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows FMS at 0.00% 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.

What this FMS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MB, LEVIS & ASSOCIATES, LLC's position in FRESENIUS MEDICAL CARE AG, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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
2025 Q1 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 MB, LEVIS & ASSOCIATES, LLC held FMS β€” position size vs. price
% of Fund (quarterly)    FMS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 478 β€” 0% 0.00% $11K 2026-04-08 $23.43
2025 Q4 UNCHANGED 478 β€” 0% 0.00% $11K 2026-01-14 $21.39
2025 Q3 UNCHANGED 478 β€” 0% 0.01% $13K 2025-10-15 $26.62
2025 Q2 UNCHANGED 478 β€” 0% 0.01% $14K 2025-07-29 $26.15
2025 Q1 INITIATED 478 β€” β€” 0.01% $12K 2025-05-07 $27.46

FAQ About MB, LEVIS & ASSOCIATES, LLC and FMS

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

How long has MB, LEVIS & ASSOCIATES, LLC reported owning FMS?

MB, LEVIS & ASSOCIATES, LLC reported FMS across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported FMS position in MB, LEVIS & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for FMS was 0.01% in 2025 Q2.

What is the latest reported FMS position on this page?

The most recent filing on this page is 2026 Q1, when MB, LEVIS & ASSOCIATES, LLC reported 478 shares, equal to 0.00% of portfolio, with an estimated market value of $11K.

What does the chart on this FMS ownership page compare?

The chart compares MB, LEVIS & ASSOCIATES, LLC'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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