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Halbert Hargrove Global Advisors’s Fresenius Medical Care FMS Stock Holding History

Halbert Hargrove Global 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
-1
Closed -$31 – 438
2025
Q1 		$31 Buy
+1
New +$24 ﹤0.01% 670

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TAM
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Goldman Sachs
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TRSOTSOK
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IHAM
Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return
BlackRock
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Halbert Hargrove Global Advisors's FMS Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Fresenius Medical Care (FMS) in Q2 2025, closing a stake of 1 share — an estimated $31 sold.

Halbert Hargrove Global Advisors first reported a position in FMS in Q1 2025 and held it in 1 quarter. The position peaked at $31 in Q1 2025. 207 funds tracked by Wall St. Rank hold FMS as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining Fresenius Medical Care position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 1 Fresenius Medical Care share in Q2 2025, an estimated $31.
  • Halbert Hargrove Global Advisors first reported a position in Fresenius Medical Care in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Fresenius Medical Care position peaked at $31 in Q1 2025.
  • 207 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.