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Castleview Partners’s Fresenius Medical Care FMS Stock Holding History

Castleview Partners’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 		– Sell
-12,828
Closed -$284K – 307
2024
Q4 		$284K Sell
12,828
-4,458
-26% -$96.8K 0.15% 152
2024
Q3 		$368K Buy
17,286
+4,571
+36% +$90K 0.21% 115
2024
Q2 		$243K Buy
12,715
+5,357
+73% +$109K 0.14% 146
2024
Q1 		$142K Buy
7,358
+5,877
+397% +$116K 0.08% 216
2023
Q4 		$30.8K Buy
+1,481
New +$28.4K 0.02% 378

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Castleview Partners's FMS Position: Q1 2025 in Review

Castleview Partners sold out of Fresenius Medical Care (FMS) in Q1 2025, closing a stake of 12,828 shares — an estimated $284K sold.

Castleview Partners first reported a position in FMS in Q4 2023 and held it in 5 quarters. The position peaked at $368K in Q3 2024. 201 funds tracked by Wall St. Rank hold FMS as of Q1 2025.

  • Castleview Partners reported no remaining Fresenius Medical Care position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 12,828 Fresenius Medical Care shares in Q1 2025, an estimated $284K.
  • Castleview Partners first reported a position in Fresenius Medical Care in Q4 2023 and held it in 5 quarters.
  • Castleview Partners's Fresenius Medical Care position peaked at $368K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.