Cacti Asset Management’s Fresenius Medical Care FMS Stock Holding History

Cacti Asset Management’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	$134K	Hold	6,000	–	–	0.01%	74
2026 Q2	$136K	Hold	6,000	–	–	0.01%	73
2026 Q1	$135K	Hold	6,000	–	–	0.01%	73
2025 Q4	$143K	Hold	6,000	–	–	0.01%	73
2025 Q3	$153K	Hold	6,000	–	–	0.01%	68
2025 Q2	$169K	Hold	6,000	–	–	0.01%	66
2025 Q1	$149K	Sell	6,000 -3,000	-33%	-$71.4K	0.01%	70
2024 Q4	$204K	Sell	9,000 -25,000	-74%	-$543K	0.02%	66
2024 Q3	$708K	Hold	34,000	–	–	0.05%	57
2024 Q2	$652K	Hold	34,000	–	–	0.05%	57
2024 Q1	$722K	Sell	34,000 -9,500	-22%	-$188K	0.06%	57
2023 Q4	$915K	Hold	43,500	–	–	0.08%	51
2023 Q3	$939K	Hold	43,500	–	–	0.09%	49
2023 Q2	$1.04M	Hold	43,500	–	–	0.09%	49
2023 Q1	$925K	Hold	43,500	–	–	0.08%	50
2022 Q4	$711K	Hold	43,500	–	–	0.07%	53
2022 Q3	$611K	Buy	43,500 +7,500	+21%	+$142K	0.06%	55
2022 Q2	$898K	Hold	36,000	–	–	0.08%	53
2022 Q1	$1.21M	Buy	36,000 +9,500	+36%	+$312K	0.09%	51
2021 Q4	$860K	Buy	+26,500	New	+$872K	0.07%	55

Other funds holding FMS

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

NIA Impact Advisors Berkeley, California $232M AUM 31.81% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Searle & Co Greenwich, Connecticut $419M AUM 36.78% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Cacti Asset Management's FMS Position: Q3 2026 in Review

Cacti Asset Management held its Fresenius Medical Care (FMS) position steady in Q3 2026 at 6,000 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #74.

Cacti Asset Management first reported a position in FMS in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.21M in Q1 2022. 113 funds tracked by Wall St. Rank hold FMS as of Q3 2026.

Cacti Asset Management held 6,000 shares of Fresenius Medical Care worth $134K as of Q3 2026.
Cacti Asset Management left its Fresenius Medical Care share count unchanged in Q3 2026.
Fresenius Medical Care made up 0.01% of Cacti Asset Management's portfolio in Q3 2026, its #74 holding.
Cacti Asset Management first reported a position in Fresenius Medical Care in Q4 2021 and has held it in 20 quarters since.
Cacti Asset Management's Fresenius Medical Care position peaked at $1.21M in Q1 2022.
113 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2026.

Based on Cacti Asset Management's 13F filing for Q3 2026, filed 1 Oct 2026.