Broadwater Capital’s Fresenius Medical Care FMS Stock Holding History

Broadwater Capital’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
2025 Q2	–	Sell	-5	Closed	-$125	–	222
2025 Q1	$125	Hold	5	–	–	﹤0.01%	225
2024 Q4	$113	Hold	5	–	–	﹤0.01%	233
2024 Q3	$107	Hold	5	–	–	﹤0.01%	238
2024 Q2	$95	Hold	5	–	–	﹤0.01%	238
2024 Q1	$96	Buy	+5	New	+$99	﹤0.01%	235

Other funds holding FMS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAM

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

Goldman Sachs New York $871B 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 $2.09B AUM 112.84% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Broadwater Capital's FMS Position: Q2 2025 in Review

Broadwater Capital sold out of Fresenius Medical Care (FMS) in Q2 2025, closing a stake of 5 shares — an estimated $125 sold.

Broadwater Capital first reported a position in FMS in Q1 2024 and held it in 5 quarters. The position peaked at $125 in Q1 2025. 207 funds tracked by Wall St. Rank hold FMS as of Q2 2025.

Broadwater Capital reported no remaining Fresenius Medical Care position as of Q2 2025 after selling out during the quarter.
Broadwater Capital sold 5 Fresenius Medical Care shares in Q2 2025, an estimated $125.
Broadwater Capital first reported a position in Fresenius Medical Care in Q1 2024 and held it in 5 quarters.
Broadwater Capital's Fresenius Medical Care position peaked at $125 in Q1 2025.
207 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2025.

Based on Broadwater Capital's 13F filing for Q2 2025, filed 31 Oct 2025.