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Cresset Asset Management’s Fresenius Medical Care FMS Stock Holding History

Cresset Asset Management’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
-8,846
Closed -$211K – 1703
2025
Q4 		$211K Sell
8,846
-6
-0.1% -$149 ﹤0.01% 1469
2025
Q3 		$233K Buy
8,852
+1
+0% +$26 ﹤0.01% 1357
2025
Q2 		$253K Sell
8,851
-6,582
-43% -$177K ﹤0.01% 1209
2025
Q1 		$384K Sell
15,433
-4,967
-24% -$118K ﹤0.01% 1200
2024
Q4 		$462K Sell
20,400
-34,198
-63% -$742K ﹤0.01% 1124
2024
Q3 		$1.16M Buy
54,598
+18,541
+51% +$365K ﹤0.01% 1082
2024
Q2 		$688K Buy
36,057
+22,121
+159% +$451K ﹤0.01% 1280
2024
Q1 		$269K Buy
+13,936
New +$276K ﹤0.01% 1638
2019
Q2 		– Sell
-1,399
Closed -$57K – 893
2019
Q1 		$57K Sell
1,399
-1,142
-45% -$42.6K ﹤0.01% 737
2018
Q4 		$82K Buy
+2,541
New +$103K ﹤0.01% 370

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BIP
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TAM
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Goldman Sachs
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TRSOTSOK
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IHAM
Integral Health Asset Management New York $1.89B AUM 112.84% 1-Year Est. Return