FFA
FMS icon

Farther Finance Advisors’s Fresenius Medical Care FMS Stock Holding History

Farther Finance Advisors’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 		$42.6K Buy
1,907
+927
+95% +$21.3K ﹤0.01% 3100
2025
Q4 		$23.4K Buy
980
+181
+23% +$4.5K ﹤0.01% 3339
2025
Q3 		$21K Buy
799
+31
+4% +$797 ﹤0.01% 3010
2025
Q2 		$22K Buy
768
+3
+0.4% +$81 ﹤0.01% 2622
2025
Q1 		$18.9K Sell
765
-9
-1% -$214 ﹤0.01% 2412
2024
Q4 		$17.5K Buy
774
+294
+61% +$6.38K ﹤0.01% 2141
2024
Q3 		$10.2K Buy
480
+224
+88% +$4.41K ﹤0.01% 2358
2024
Q2 		$4.91K Buy
256
+5
+2% +$102 ﹤0.01% 2408
2024
Q1 		$4.79K Sell
251
-36
-13% -$714 ﹤0.01% 2085
2023
Q4 		$5.98K Buy
287
+117
+69% +$2.25K ﹤0.01% 1871
2023
Q3 		$3.66K Buy
170
+166
+4,150% +$4.03K ﹤0.01% 1628
2023
Q2 		$96 Hold
4
– – ﹤0.01% 2428
2023
Q1 		$85 Hold
4
– – ﹤0.01% 2292
2022
Q4 		$65 Buy
+4
New +$59 ﹤0.01% 2149

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