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Glass Jacobson Investment Advisors’s Fresenius Medical Care FMS Stock Holding History

Glass Jacobson 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
2025
Q2 		– Sell
-354
Closed -$8.02K – 658
2025
Q1 		$8.02K Hold
354
– – ﹤0.01% 619
2024
Q4 		$8.02K Hold
354
– – ﹤0.01% 619
2024
Q3 		$7.54K Hold
354
– – ﹤0.01% 597
2024
Q2 		$6.76K Hold
354
– – ﹤0.01% 597
2024
Q1 		$6.83K Hold
354
– – ﹤0.01% 588
2023
Q4 		$7.37K Hold
354
– – ﹤0.01% 550
2023
Q3 		$7.63K Buy
+354
New +$8.59K ﹤0.01% 520

Other funds holding FMS

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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
Goldman Sachs
Goldman Sachs New York $871B 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 $2.09B AUM 112.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Glass Jacobson Investment Advisors's FMS Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Fresenius Medical Care (FMS) in Q2 2025, closing a stake of 354 shares — an estimated $8.02K sold.

Glass Jacobson Investment Advisors first reported a position in FMS in Q3 2023 and held it in 7 quarters. The position peaked at $8.02K in Q1 2025. 207 funds tracked by Wall St. Rank hold FMS as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Fresenius Medical Care position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 354 Fresenius Medical Care shares in Q2 2025, an estimated $8.02K.
  • Glass Jacobson Investment Advisors first reported a position in Fresenius Medical Care in Q3 2023 and held it in 7 quarters.
  • Glass Jacobson Investment Advisors's Fresenius Medical Care position peaked at $8.02K in Q1 2025.
  • 207 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.