CBIZ Investment Advisory Services’s Fresenius Medical Care FMS Stock Holding History

CBIZ Investment Advisory Services’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 Q3	–	Sell	-556	Closed	-$15.9K	–	714
2025 Q2	$15.9K	Hold	556	–	–	﹤0.01%	293
2025 Q1	$13.8K	Hold	556	–	–	﹤0.01%	282
2024 Q4	$12.6K	Buy	+556	New	+$12.1K	﹤0.01%	262

Other funds holding FMS

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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return

CBIZ Investment Advisory Services's FMS Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Fresenius Medical Care (FMS) in Q3 2025, closing a stake of 556 shares — an estimated $15.9K sold.

CBIZ Investment Advisory Services first reported a position in FMS in Q4 2024 and held it in 3 quarters. The position peaked at $15.9K in Q2 2025. 205 funds tracked by Wall St. Rank hold FMS as of Q3 2025.

CBIZ Investment Advisory Services reported no remaining Fresenius Medical Care position as of Q3 2025 after selling out during the quarter.
CBIZ Investment Advisory Services sold 556 Fresenius Medical Care shares in Q3 2025, an estimated $15.9K.
CBIZ Investment Advisory Services first reported a position in Fresenius Medical Care in Q4 2024 and held it in 3 quarters.
CBIZ Investment Advisory Services's Fresenius Medical Care position peaked at $15.9K in Q2 2025.
205 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.