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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
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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $2.53B AUM 154.61% 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. 206 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.
  • 206 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.