AF
FMS icon

Allworth Financial’s Fresenius Medical Care FMS Stock Holding History

Allworth Financial’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 		$61K Buy
2,702
+1,339
+98% +$30.8K ﹤0.01% 2175
2025
Q4 		$32.5K Sell
1,363
-105
-7% -$2.61K ﹤0.01% 2496
2025
Q3 		$38.7K Sell
1,468
-30
-2% -$771 ﹤0.01% 2283
2025
Q2 		$42.8K Buy
1,498
+66
+5% +$1.77K ﹤0.01% 2042
2025
Q1 		$34.6K Sell
1,432
-304
-18% -$7.24K ﹤0.01% 1739
2024
Q4 		$40.2K Buy
1,736
+61
+4% +$1.32K ﹤0.01% 1689
2024
Q3 		$35.7K Buy
1,675
+581
+53% +$11.4K ﹤0.01% 1558
2024
Q2 		$21.5K Buy
1,094
+5
+0.5% +$102 ﹤0.01% 1836
2024
Q1 		$21K Buy
1,089
+881
+424% +$17.5K ﹤0.01% 1747
2023
Q4 		$4.33K Sell
208
-33
-14% -$634 ﹤0.01% 2328
2023
Q3 		$5.19K Buy
241
+13
+6% +$316 ﹤0.01% 2087
2023
Q2 		$5.46K Hold
228
– – ﹤0.01% 2059
2023
Q1 		$4.85K Buy
228
+26
+13% +$498 ﹤0.01% 2044
2022
Q4 		$3.3K Buy
202
+160
+381% +$2.37K ﹤0.01% 2057
2022
Q3 		$1K Buy
42
+18
+75% +$340 ﹤0.01% 2373
2022
Q2 		$1K Buy
+24
New +$717 ﹤0.01% 2144
2020
Q1 		– Sell
-35
Closed -$1K – 1265
2019
Q4 		$1K Buy
+35
New +$1.24K ﹤0.01% 976
2018
Q3 		– Sell
-38
Closed -$2K – 922
2018
Q2 		$2K Buy
+38
New +$1.93K ﹤0.01% 791

Other funds holding FMS

Pzena Investment Management
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B 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
Goldman Sachs New York $761B 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 $1.89B AUM 112.84% 1-Year Est. Return