Ethic Inc’s Fresenius Medical Care FMS Stock Holding History

Ethic Inc’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	$784K	Sell	34,731 -8,219	-19%	-$189K	0.01%	725
2025 Q4	$1.02M	Sell	42,950 -4,806	-10%	-$120K	0.02%	640
2025 Q3	$1.26M	Sell	47,756 -4,741	-9%	-$122K	0.02%	561
2025 Q2	$1.48M	Buy	52,497 +1,413	+3%	+$37.9K	0.03%	510
2025 Q1	$1.26M	Buy	51,084 +1,798	+4%	+$42.8K	0.03%	540
2024 Q4	$1.12M	Buy	49,286 +9,856	+25%	+$214K	0.02%	569
2024 Q3	$760K	Sell	39,430 -14,641	-27%	-$288K	0.02%	649
2024 Q2	$1.03M	Buy	54,071 +14,641	+37%	+$298K	0.02%	552
2024 Q1	$760K	Buy	39,430 +3,468	+10%	+$68.7K	0.02%	649
2023 Q4	$749K	Buy	35,962 +7,221	+25%	+$139K	0.02%	624
2023 Q3	$619K	Buy	28,741 +4,420	+18%	+$107K	0.02%	611
2023 Q2	$582K	Buy	24,321 +5,659	+30%	+$130K	0.02%	604
2023 Q1	$397K	Buy	18,662 +5,651	+43%	+$108K	0.02%	719
2022 Q4	$213K	Sell	13,011 -4,929	-27%	-$73.1K	0.01%	815
2022 Q3	$252K	Sell	17,940 -1,005	-5%	-$19K	0.02%	687
2022 Q2	$472K	Sell	18,945 -5,631	-23%	-$168K	0.03%	486
2022 Q1	$828K	Buy	+24,576	New	+$808K	0.06%	348

Other funds holding FMS

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Integral Health Asset Management New York $1.89B AUM 112.84% 1-Year Est. Return