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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

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return

Cresset Asset Management's FMS Position: Q1 2026 in Review

Cresset Asset Management sold out of Fresenius Medical Care (FMS) in Q1 2026, closing a stake of 8,846 shares — an estimated $211K sold.

Cresset Asset Management first reported a position in FMS in Q4 2018 and held it in 10 quarters. The position peaked at $1.16M in Q3 2024. 220 funds tracked by Wall St. Rank hold FMS as of Q1 2026.

  • Cresset Asset Management reported no remaining Fresenius Medical Care position as of Q1 2026 after selling out during the quarter.
  • Cresset Asset Management sold 8,846 Fresenius Medical Care shares in Q1 2026, an estimated $211K.
  • Cresset Asset Management first reported a position in Fresenius Medical Care in Q4 2018 and held it in 10 quarters.
  • Cresset Asset Management's Fresenius Medical Care position peaked at $1.16M in Q3 2024.
  • 220 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.