Corient Private Wealth
FMS icon

Corient Private Wealth’s Fresenius Medical Care FMS Stock Holding History

Corient Private Wealth’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 		– Sell
-19,091
Closed -$455K – 2902
2025
Q4 		$455K Sell
19,091
-10,205
-35% -$254K ﹤0.01% 2373
2025
Q3 		$771K Buy
+29,296
New +$753K ﹤0.01% 1550
2025
Q1 		– Sell
-88,381
Closed -$2M – 2338
2024
Q4 		$2M Buy
88,381
+2,918
+3% +$63.3K ﹤0.01% 998
2024
Q3 		$1.82M Buy
85,463
+10,349
+14% +$204K ﹤0.01% 1142
2024
Q2 		$1.43M Buy
75,114
+23,152
+45% +$472K ﹤0.01% 1181
2024
Q1 		$1M Sell
51,962
-14,172
-21% -$281K ﹤0.01% 1313
2023
Q4 		$1.38M Buy
66,134
+41,139
+165% +$790K ﹤0.01% 1164
2023
Q3 		$538K Sell
24,995
-2,956
-11% -$71.8K ﹤0.01% 1455
2023
Q2 		$669K Sell
27,951
-2,000
-7% -$45.9K ﹤0.01% 1311
2023
Q1 		$637K Buy
+29,951
New +$573K ﹤0.01% 1278

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BIP
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TAM
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Goldman Sachs
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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