MG
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Mather Group’s Fresenius Medical Care FMS Stock Holding History

Mather Group’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
-150
Closed -$3.95K – 993
2025
Q3 		$3.95K Buy
+150
New +$3.86K ﹤0.01% 1441
2025
Q2 		– Sell
-150
Closed -$3.73K – 998
2025
Q1 		$3.73K Hold
150
– – ﹤0.01% 1457
2024
Q4 		$3.4K Hold
150
– – ﹤0.01% 1441
2024
Q3 		$3.19K Hold
150
– – ﹤0.01% 1384
2024
Q2 		$2.89K Sell
150
-10
-6% -$204 ﹤0.01% 1782
2024
Q1 		$3.33K Buy
+160
New +$3.17K ﹤0.01% 1434

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TAM
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Point72 Asset Management
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TRSOTSOK
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Goldman Sachs
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IHAM
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return