NewSquare Capital’s Fresenius Medical Care FMS Stock Holding History

NewSquare 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 Q3	–	Sell	-151	Closed	-$4.31K	–	559
2025 Q2	$4.31K	Buy	151 +134	+788%	+$3.6K	﹤0.01%	840
2025 Q1	$423	Buy	+17	New	+$405	﹤0.01%	1043

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

IHAM

Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return

NewSquare Capital's FMS Position: Q3 2025 in Review

NewSquare Capital sold out of Fresenius Medical Care (FMS) in Q3 2025, closing a stake of 151 shares — an estimated $4.31K sold.

NewSquare Capital first reported a position in FMS in Q1 2025 and held it in 2 quarters. The position peaked at $4.31K in Q2 2025. 205 funds tracked by Wall St. Rank hold FMS as of Q3 2025.

NewSquare Capital reported no remaining Fresenius Medical Care position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 151 Fresenius Medical Care shares in Q3 2025, an estimated $4.31K.
NewSquare Capital first reported a position in Fresenius Medical Care in Q1 2025 and held it in 2 quarters.
NewSquare Capital's Fresenius Medical Care position peaked at $4.31K in Q2 2025.
205 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.