MB, LEVIS & ASSOCIATES, LLC FMS — FRESENIUS MEDICAL CARE AG

Ownership history in MB, LEVIS & ASSOCIATES, LLC  ·  7 quarters on record

AI Ownership Summary

MB, LEVIS & ASSOCIATES, LLC reported FRESENIUS MEDICAL CARE AG (FMS) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. 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 Q3

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 Q3

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.

FMS stock page MB, LEVIS & ASSOCIATES, LLC fund profile MB, LEVIS & ASSOCIATES, LLC full holdings
How MB, LEVIS & ASSOCIATES, LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 478 — 0% 0.00% $11K 2026-10-16 $22.17
2026 Q2 UNCHANGED — — — 478 — 0% 0.00% $11K 2026-07-22 $24.30
2026 Q1 UNCHANGED — — — 478 — 0% 0.00% $11K 2026-04-08 $22.52
2025 Q4 UNCHANGED — — — 478 — 0% 0.00% $11K 2026-01-14 $20.56
2025 Q3 UNCHANGED — — — 478 — 0% 0.01% $13K 2025-10-15 $25.59
2025 Q2 UNCHANGED — — — 478 — 0% 0.01% $14K 2025-07-29 $25.14
2025 Q1 INITIATED — — — 478 — — 0.01% $12K 2025-05-07 $26.39

🏢 Other funds also holding FMS

As of 2026 Q3 — sorted by position size

PING CAPITAL MANAGEMENT, INC. 0.09% Versant Capital Management, Inc 3Y 7Y 0.02% Aaron Wealth Advisors LLC 3Y 0.02% Davis Capital Management 3Y 0.02% GAMMA Investing LLC 0.01% Cape Investment Advisory, Inc. 0.01% CACTI ASSET MANAGEMENT LLC 3Y 7Y 0.01% BROWN, LISLE/CUMMINGS, INC. 0.0% ELEVATION WEALTH PARTNERS, LLC 3Y 0.0% True Wealth Design, LLC 3Y 0.0%

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 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

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 Q3, 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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