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Legacy Wealth Asset Management’s Fresenius Medical Care FMS Stock Holding History

Legacy Wealth Asset Management’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
Q1 		– Sell
-32,285
Closed -$731K – 350
2024
Q4 		$731K Sell
32,285
-612
-2% -$13.3K 0.2% 148
2024
Q3 		$701K Sell
32,897
-5,151
-14% -$101K 0.19% 170
2024
Q2 		$726K Buy
38,048
+7,739
+26% +$158K 0.2% 134
2024
Q1 		$584K Buy
+30,309
New +$601K 0.16% 201
2023
Q3 		– Sell
-27,132
Closed -$649K – 337
2023
Q2 		$649K Sell
27,132
-62
-0.2% -$1.42K 0.23% 145
2023
Q1 		$578K Buy
+27,194
New +$521K 0.21% 164
2022
Q4 		– Sell
-63,714
Closed -$895K – 338
2022
Q3 		$895K Buy
63,714
+9,856
+18% +$186K 0.39% 77
2022
Q2 		$1.34M Sell
53,858
-48
-0.1% -$1.43K 0.54% 39
2022
Q1 		$1.82M Buy
53,906
+17,014
+46% +$560K 0.65% 26
2021
Q4 		$1.2M Buy
36,892
+27,264
+283% +$898K 0.41% 62
2021
Q3 		$337K Sell
9,628
-79
-0.8% -$3.09K 0.15% 224
2021
Q2 		$404K Buy
9,707
+72
+0.7% +$2.88K 0.18% 210
2021
Q1 		$355K Buy
+9,635
New +$364K 0.16% 218

Other funds holding FMS

Pzena Investment Management
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 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

Legacy Wealth Asset Management's FMS Position: Q1 2025 in Review

Legacy Wealth Asset Management sold out of Fresenius Medical Care (FMS) in Q1 2025, closing a stake of 32,285 shares — an estimated $731K sold.

Legacy Wealth Asset Management first reported a position in FMS in Q1 2021 and held it in 13 quarters. The position peaked at $1.82M in Q1 2022. 201 funds tracked by Wall St. Rank hold FMS as of Q1 2025.

  • Legacy Wealth Asset Management reported no remaining Fresenius Medical Care position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 32,285 Fresenius Medical Care shares in Q1 2025, an estimated $731K.
  • Legacy Wealth Asset Management first reported a position in Fresenius Medical Care in Q1 2021 and held it in 13 quarters.
  • Legacy Wealth Asset Management's Fresenius Medical Care position peaked at $1.82M in Q1 2022.
  • 201 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.