Focus Partners Wealth
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Focus Partners Wealth’s Fresenius Medical Care FMS Stock Holding History

Focus Partners Wealth’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
-17,271
Closed -$6.52M – 2721
2025
Q3 		$6.52M Buy
+17,271
New +$444K 0.01% 676

Other funds holding FMS

Pzena Investment Management
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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

Focus Partners Wealth's FMS Position: Q4 2025 in Review

Focus Partners Wealth sold out of Fresenius Medical Care (FMS) in Q4 2025, closing a stake of 17,271 shares — an estimated $6.52M sold.

Focus Partners Wealth first reported a position in FMS in Q3 2025 and held it in 1 quarter. The position peaked at $6.52M in Q3 2025. 214 funds tracked by Wall St. Rank hold FMS as of Q4 2025.

  • Focus Partners Wealth reported no remaining Fresenius Medical Care position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 17,271 Fresenius Medical Care shares in Q4 2025, an estimated $6.52M.
  • Focus Partners Wealth first reported a position in Fresenius Medical Care in Q3 2025 and held it in 1 quarter.
  • Focus Partners Wealth's Fresenius Medical Care position peaked at $6.52M in Q3 2025.
  • 214 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.