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Dorsey & Whitney Trust’s Fresenius Medical Care FMS Stock Holding History

Dorsey & Whitney Trust’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
-7,789
Closed -$205K – 710
2025
Q3 		$205K Hold
7,789
– – 0.01% 663
2025
Q2 		$223K Buy
+7,789
New +$209K 0.01% 616
2025
Q1 		– Sell
-9,541
Closed -$216K – 674
2024
Q4 		$216K Buy
+9,541
New +$207K 0.01% 625

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
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dorsey & Whitney Trust's FMS Position: Q4 2025 in Review

Dorsey & Whitney Trust sold out of Fresenius Medical Care (FMS) in Q4 2025, closing a stake of 7,789 shares — an estimated $205K sold.

Dorsey & Whitney Trust first reported a position in FMS in Q4 2024 and held it in 3 quarters. The position peaked at $223K in Q2 2025. 214 funds tracked by Wall St. Rank hold FMS as of Q4 2025.

  • Dorsey & Whitney Trust reported no remaining Fresenius Medical Care position as of Q4 2025 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 7,789 Fresenius Medical Care shares in Q4 2025, an estimated $205K.
  • Dorsey & Whitney Trust first reported a position in Fresenius Medical Care in Q4 2024 and held it in 3 quarters.
  • Dorsey & Whitney Trust's Fresenius Medical Care position peaked at $223K in Q2 2025.
  • 214 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2025.

Based on Dorsey & Whitney Trust's 13F filing for Q4 2025, filed 11 Feb 2026.