CIA
FMS icon

Cape Investment Advisory’s Fresenius Medical Care FMS Stock Holding History

Cape Investment Advisory’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 		– Sell
-596
Closed -$14.2K – 554
2025
Q4 		$14.2K Buy
596
+157
+36% +$3.9K ﹤0.01% 679
2025
Q3 		$11.6K Buy
439
+111
+34% +$2.85K 0.01% 381
2025
Q2 		$9.37K Buy
328
+90
+38% +$2.42K ﹤0.01% 646
2025
Q1 		$5.93K Sell
238
-75
-24% -$1.79K ﹤0.01% 711
2024
Q4 		$7.09K Hold
313
– – ﹤0.01% 658
2024
Q3 		$6.67K Hold
313
– – ﹤0.01% 638
2024
Q2 		$5.97K Hold
313
– – ﹤0.01% 624
2024
Q1 		$6.04K Buy
313
+224
+252% +$4.44K ﹤0.01% 623
2023
Q4 		$1.85K Hold
89
– – ﹤0.01% 936
2023
Q3 		$1.92K Hold
89
– – ﹤0.01% 790
2023
Q2 		$2.13K Buy
89
+26
+41% +$596 ﹤0.01% 766
2023
Q1 		$1.34K Buy
+63
New +$1.21K ﹤0.01% 856

Other funds holding FMS

Pzena Investment Management
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