BGAI
FMS icon

Bruce G. Allen Investments’s Fresenius Medical Care FMS Stock Holding History

Bruce G. Allen Investments’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 		$34.5K Sell
1,529
-22
-1% -$505 0.02% 330
2025
Q4 		$36.9K Sell
1,551
-47
-3% -$1.17K 0.03% 312
2025
Q3 		$42.1K Buy
1,598
+15
+0.9% +$386 0.03% 292
2025
Q2 		$45.2K Buy
1,583
+32
+2% +$859 0.03% 268
2025
Q1 		$38.6K Sell
1,551
-16
-1% -$381 0.03% 294
2024
Q4 		$35.5K Buy
1,567
+125
+9% +$2.71K 0.03% 307
2024
Q3 		$30.7K Hold
1,442
– – 0.02% 333
2024
Q2 		$27.5K Sell
1,442
-12
-0.8% -$245 0.02% 337
2024
Q1 		$28K Sell
1,454
-14
-1% -$277 0.02% 338
2023
Q4 		$30.6K Buy
+1,468
New +$28.2K 0.03% 315

Other funds holding FMS

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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