IEQ Capital’s Fresenius Medical Care FMS Stock Holding History

IEQ Capital’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	-12,240	Closed	-$322K	–	1910
2025 Q3	$322K	Buy	+12,240	New	+$315K	﹤0.01%	1488

Other funds holding FMS

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

FMI

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

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

IEQ Capital's FMS Position: Q4 2025 in Review

IEQ Capital sold out of Fresenius Medical Care (FMS) in Q4 2025, closing a stake of 12,240 shares — an estimated $322K sold.

IEQ Capital first reported a position in FMS in Q3 2025 and held it in 1 quarter. The position peaked at $322K in Q3 2025. 214 funds tracked by Wall St. Rank hold FMS as of Q4 2025.

IEQ Capital reported no remaining Fresenius Medical Care position as of Q4 2025 after selling out during the quarter.
IEQ Capital sold 12,240 Fresenius Medical Care shares in Q4 2025, an estimated $322K.
IEQ Capital first reported a position in Fresenius Medical Care in Q3 2025 and held it in 1 quarter.
IEQ Capital's Fresenius Medical Care position peaked at $322K in Q3 2025.
214 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2025.

Based on IEQ Capital's 13F filing for Q4 2025, filed 13 Feb 2026.