CIBC Private Wealth Group
FMS icon

CIBC Private Wealth Group’s Fresenius Medical Care FMS Stock Holding History

CIBC Private Wealth Group’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
Q4 		$27.5K Sell
1,153
-227
-16% -$5.65K ﹤0.01% 2038
2025
Q3 		$36.3K Buy
1,380
+1,103
+398% +$28.4K ﹤0.01% 1930
2025
Q2 		$7.93K Sell
277
-897
-76% -$24.1K ﹤0.01% 2332
2025
Q1 		$26.5K Buy
1,174
+276
+31% +$6.57K ﹤0.01% 1896
2024
Q4 		$20.1K Sell
898
-114
-11% -$2.48K ﹤0.01% 2057
2024
Q3 		$21.6K Sell
1,012
-1,306
-56% -$25.7K ﹤0.01% 2120
2024
Q2 		$45K Sell
2,318
-2,558
-52% -$52.2K ﹤0.01% 1716
2024
Q1 		$93.1K Sell
4,876
-7,260
-60% -$144K ﹤0.01% 1424
2023
Q4 		$253K Sell
12,136
-5,593
-32% -$107K ﹤0.01% 990
2023
Q3 		$382K Sell
17,729
-1,015
-5% -$24.6K ﹤0.01% 819
2023
Q2 		$449K Buy
18,744
+4,503
+32% +$103K ﹤0.01% 715
2023
Q1 		$303K Buy
14,241
+898
+7% +$17.2K ﹤0.01% 779
2022
Q4 		$218 Hold
13,343
– – ﹤0.01% 817
2022
Q3 		$187K Hold
13,343
– – ﹤0.01% 864
2022
Q2 		$333K Buy
13,343
+50
+0.4% +$1.49K ﹤0.01% 779
2022
Q1 		$448K Sell
13,293
-241
-2% -$7.93K ﹤0.01% 774
2021
Q4 		$439K Buy
+13,534
New +$446K ﹤0.01% 797
2021
Q3 		– Sell
-13,784
Closed -$573K – 961
2021
Q2 		$573K Buy
13,784
+1,888
+16% +$75.5K ﹤0.01% 777
2021
Q1 		$438K Buy
+11,896
New +$450K ﹤0.01% 829
2018
Q3 		– Sell
-99
Closed -$5K – 1219
2018
Q2 		$5K Hold
99
– – ﹤0.01% 1713
2018
Q1 		$5K Buy
+99
New +$5.28K ﹤0.01% 1656

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
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIBC Private Wealth Group's FMS Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Fresenius Medical Care (FMS) stake by 16% in Q4 2025, selling an estimated $5.65K and leaving 1,153 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

CIBC Private Wealth Group first reported a position in FMS in Q1 2018 and has held it in 21 quarters since. The position peaked at $573K in Q2 2021. 214 funds tracked by Wall St. Rank hold FMS as of Q4 2025.

  • CIBC Private Wealth Group held 1,153 shares of Fresenius Medical Care worth $27.5K as of Q4 2025.
  • CIBC Private Wealth Group sold 227 Fresenius Medical Care shares in Q4 2025, an estimated $5.65K.
  • Fresenius Medical Care made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2038 holding.
  • CIBC Private Wealth Group first reported a position in Fresenius Medical Care in Q1 2018 and has held it in 21 quarters since.
  • CIBC Private Wealth Group's Fresenius Medical Care position peaked at $573K in Q2 2021.
  • 214 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.