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
2025
Q4 		– Sell
-29,296
Closed -$771K – 2688
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

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 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
IHAM
Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Corient Private Wealth's FMS Position: Q4 2025 in Review

Corient Private Wealth sold out of Fresenius Medical Care (FMS) in Q4 2025, closing a stake of 29,296 shares — an estimated $771K sold.

Corient Private Wealth first reported a position in FMS in Q1 2023 and held it in 9 quarters. The position peaked at $2M in Q4 2024. 214 funds tracked by Wall St. Rank hold FMS as of Q4 2025.

  • Corient Private Wealth reported no remaining Fresenius Medical Care position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 29,296 Fresenius Medical Care shares in Q4 2025, an estimated $771K.
  • Corient Private Wealth first reported a position in Fresenius Medical Care in Q1 2023 and held it in 9 quarters.
  • Corient Private Wealth's Fresenius Medical Care position peaked at $2M in Q4 2024.
  • 214 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.