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Kestra Private Wealth Services’s Fresenius Medical Care FMS Stock Holding History

Kestra Private Wealth Services’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
-13,640
Closed -$359K – 1753
2025
Q3 		$359K Buy
13,640
+1,955
+17% +$50.3K ﹤0.01% 1266
2025
Q2 		$334K Buy
11,685
+200
+2% +$5.37K ﹤0.01% 1224
2025
Q1 		$286K Buy
+11,485
New +$273K ﹤0.01% 1223

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kestra Private Wealth Services's FMS Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of Fresenius Medical Care (FMS) in Q4 2025, closing a stake of 13,640 shares — an estimated $359K sold.

Kestra Private Wealth Services first reported a position in FMS in Q1 2025 and held it in 3 quarters. The position peaked at $359K in Q3 2025. 214 funds tracked by Wall St. Rank hold FMS as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining Fresenius Medical Care position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 13,640 Fresenius Medical Care shares in Q4 2025, an estimated $359K.
  • Kestra Private Wealth Services first reported a position in Fresenius Medical Care in Q1 2025 and held it in 3 quarters.
  • Kestra Private Wealth Services's Fresenius Medical Care position peaked at $359K in Q3 2025.
  • 214 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.