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Callan Capital’s Fresenius Medical Care FMS Stock Holding History

Callan 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
Q1 		$348K Buy
13,974
+870
+7% +$20.7K 0.03% 259
2024
Q4 		$297K Buy
+13,104
New +$284K 0.02% 254

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Callan Capital's FMS Position: Q1 2025 in Review

Callan Capital increased its Fresenius Medical Care (FMS) stake by 6.6% in Q1 2025, buying an estimated $20.7K and bringing the position to 13,974 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #259.

Callan Capital first reported a position in FMS in Q4 2024 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold FMS as of Q1 2025.

  • Callan Capital held 13,974 shares of Fresenius Medical Care worth $348K as of Q1 2025.
  • Callan Capital bought 870 Fresenius Medical Care shares in Q1 2025, an estimated $20.7K.
  • Fresenius Medical Care made up 0.03% of Callan Capital's portfolio in Q1 2025, its #259 holding.
  • Callan Capital first reported a position in Fresenius Medical Care in Q4 2024 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.