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Cerity Partners’s
Fresenius Medical Care
FMS
Stock Holding History
Cerity 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
2026
Q1
$917K
Buy
40,645
+499
+1%
+$11.5K
﹤0.01%
1911
2025
Q4
$956K
Sell
40,146
-1,514
-4%
-$37.7K
﹤0.01%
1743
2025
Q3
$1.1M
Buy
41,660
+534
+1%
+$13.7K
﹤0.01%
1557
2025
Q2
$1.17M
Buy
41,126
+1,223
+3%
+$32.8K
﹤0.01%
1447
2025
Q1
$994K
Buy
39,903
+7,299
+22%
+$174K
﹤0.01%
1429
2024
Q4
$725K
Buy
32,604
+5,853
+22%
+$127K
﹤0.01%
1568
2024
Q3
$570K
Sell
26,751
-2,925
-10%
-$57.6K
﹤0.01%
1709
2024
Q2
$567K
Sell
29,676
-4,302
-13%
-$87.7K
﹤0.01%
1488
2024
Q1
$655K
Buy
33,978
+7,192
+27%
+$143K
﹤0.01%
1472
2023
Q4
$558K
Buy
26,786
+1,545
+6%
+$29.7K
﹤0.01%
1226
2023
Q3
$544K
Sell
25,241
-2,184
-8%
-$53K
﹤0.01%
952
2023
Q2
$656K
Buy
27,425
+1,748
+7%
+$40.1K
﹤0.01%
1075
2023
Q1
$2.47M
Sell
25,677
-291
-1%
-$5.57K
0.01%
656
2022
Q4
$424K
Buy
25,968
+12,625
+95%
+$187K
﹤0.01%
1005
2022
Q3
$187K
Buy
+13,343
New
+$252K
﹤0.01%
1063
2018
Q1
–
Sell
-5,389
Closed
-$283K
–
548
2017
Q4
$283K
Buy
5,389
+72
+1%
+$3.58K
0.02%
460
2017
Q3
$260K
Buy
5,317
+749
+16%
+$35.6K
0.02%
475
2017
Q2
$221K
Buy
+4,568
New
+$210K
0.02%
326
Other funds holding FMS
Pzena Investment Management
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$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
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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