GHP Investment Advisors’s Fresenius Medical Care FMS Stock Holding History

GHP Investment 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	$542	Sell	24 -2,116	-99%	-$48.6K	﹤0.01%	1101
2025 Q4	$51K	Hold	2,140	–	–	﹤0.01%	519
2025 Q3	$56.3K	Hold	2,140	–	–	﹤0.01%	505
2025 Q2	$61.1K	Hold	2,140	–	–	﹤0.01%	496
2025 Q1	$53.3K	Hold	2,140	–	–	﹤0.01%	496
2024 Q4	$48.5K	Hold	2,140	–	–	﹤0.01%	503
2024 Q3	$45.6K	Hold	2,140	–	–	﹤0.01%	520
2024 Q2	$40.9K	Hold	2,140	–	–	﹤0.01%	520
2024 Q1	$41.3K	Hold	2,140	–	–	﹤0.01%	514
2023 Q4	$44.6K	Hold	2,140	–	–	﹤0.01%	499
2023 Q3	$36.7K	Hold	2,140	–	–	﹤0.01%	531
2023 Q2	$55.8K	Hold	2,140	–	–	﹤0.01%	480
2023 Q1	$45.5K	Hold	2,140	–	–	﹤0.01%	496
2022 Q4	$35K	Hold	2,140	–	–	﹤0.01%	531
2022 Q3	$30K	Hold	2,140	–	–	﹤0.01%	535
2022 Q2	$53K	Hold	2,140	–	–	﹤0.01%	474
2022 Q1	$72K	Buy	+2,140	New	+$70.4K	﹤0.01%	451
2018 Q4	–	Sell	-4,280	Closed	-$220K	–	292
2018 Q3	$220K	Sell	4,280 -360	-8%	-$18K	0.03%	286
2018 Q2	$234K	Hold	4,640	–	–	0.03%	272
2018 Q1	$237K	Hold	4,640	–	–	0.03%	271
2017 Q4	$244K	Hold	4,640	–	–	0.03%	276
2017 Q3	$227K	Hold	4,640	–	–	0.03%	276
2017 Q2	$224K	Buy	+4,640	New	+$214K	0.04%	281
2016 Q4	–	Sell	-4,640	Closed	-$203K	–	293
2016 Q3	$203K	Hold	4,640	–	–	0.04%	273
2016 Q2	$202K	Sell	4,640 -21	-0.5%	-$905	0.04%	269
2016 Q1	$205K	Buy	+4,661	New	+$197K	0.05%	272
2015 Q3	–	Sell	-4,640	Closed	-$201K	–	279
2015 Q2	$201K	Buy	+4,640	New	+$198K	0.05%	274

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