CFD
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Creative Financial Designs’s Fresenius Medical Care FMS Stock Holding History

Creative Financial Designs’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 		$1.4K Buy
62
+46
+288% +$1.06K ﹤0.01% 1832
2025
Q4 		$381 Sell
16
-50
-76% -$1.24K ﹤0.01% 1933
2025
Q3 		$1.73K Buy
66
+38
+136% +$977 ﹤0.01% 1719
2025
Q2 		$787 Sell
28
-36
-56% -$966 ﹤0.01% 1831
2025
Q1 		$1.59K Buy
+64
New +$1.52K ﹤0.01% 1707
2023
Q1 		– Sell
-3,960
Closed -$64.7K – 1418
2022
Q4 		$64.7K Hold
3,960
– – 0.01% 525
2022
Q3 		$56K Hold
3,960
– – 0.01% 532
2022
Q2 		$99K Buy
3,960
+1,960
+98% +$58.6K 0.02% 443
2022
Q1 		$67K Buy
+2,000
New +$65.8K 0.01% 498

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
Millennium Management
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
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