Blue Trust Inc
FMS icon

Blue Trust Inc’s Fresenius Medical Care FMS Stock Holding History

Blue Trust Inc’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
Q3 		$31.3K Sell
1,397
-2,487
-64% -$58.5K ﹤0.01% 1376
2026
Q2 		$87.8K Buy
3,884
+330
+9% +$7.41K ﹤0.01% 1101
2026
Q1 		$80.2K Sell
3,554
-1,422
-29% -$32.7K ﹤0.01% 1123
2025
Q4 		$119K Sell
4,976
-644
-11% -$16K ﹤0.01% 973
2025
Q3 		$148K Sell
5,620
-565
-9% -$14.5K ﹤0.01% 919
2025
Q2 		$177K Buy
6,185
+2,216
+56% +$59.5K ﹤0.01% 813
2025
Q1 		$98.8K Sell
3,969
-1,765
-31% -$42K ﹤0.01% 997
2024
Q4 		$130K Sell
5,734
-7,129
-55% -$155K ﹤0.01% 823
2024
Q3 		$246K Buy
12,863
+11,755
+1,061% +$231K ﹤0.01% 762
2024
Q2 		$21.4K Buy
1,108
+383
+53% +$7.81K ﹤0.01% 1630
2024
Q1 		$14K Buy
725
+24
+3% +$476 ﹤0.01% 1351
2023
Q4 		$15K Sell
701
-1,217
-63% -$23.4K ﹤0.01% 1419
2023
Q3 		$46K Buy
1,918
+99
+5% +$2.4K ﹤0.01% 872
2023
Q2 		$39K Sell
1,819
-601
-25% -$13.8K ﹤0.01% 781
2023
Q1 		$40K Sell
2,420
-946
-28% -$18.1K ﹤0.01% 1114
2022
Q4 		$48K Buy
3,366
+3,098
+1,156% +$45.9K ﹤0.01% 931
2022
Q3 		$7K Buy
268
+74
+38% +$1.4K ﹤0.01% 1465
2022
Q2 		$6K Buy
+194
New +$5.8K ﹤0.01% 1375

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
NIA Impact Advisors
NIA Impact Advisors Berkeley, California $232M AUM 31.81% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Searle & Co
Searle & Co Greenwich, Connecticut $419M AUM 36.78% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

Blue Trust Inc's FMS Position: Q3 2026 in Review

Blue Trust Inc reduced its Fresenius Medical Care (FMS) stake by 64% in Q3 2026, selling an estimated $58.5K and leaving 1,397 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Blue Trust Inc first reported a position in FMS in Q2 2022 and has held it in 18 quarters since. The position peaked at $246K in Q3 2024. 120 funds tracked by Wall St. Rank hold FMS as of Q3 2026.

  • Blue Trust Inc held 1,397 shares of Fresenius Medical Care worth $31.3K as of Q3 2026.
  • Blue Trust Inc sold 2,487 Fresenius Medical Care shares in Q3 2026, an estimated $58.5K.
  • Fresenius Medical Care made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1376 holding.
  • Blue Trust Inc first reported a position in Fresenius Medical Care in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Fresenius Medical Care position peaked at $246K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.