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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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. 208 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.
208 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.