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 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 $30.8B AUM 11.29% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Integral Health Asset Management New York $1.89B AUM 112.84% 1-Year Est. Return