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ORG Wealth Partners’s Fresenius Medical Care FMS Stock Holding History

ORG Wealth Partners’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
-1,676
Closed -$48.2K – 651
2025
Q2 		$48.2K Sell
1,676
-2,135
-56% -$57.3K 0.01% 329
2025
Q1 		$94.3K Buy
3,811
+128
+3% +$3.05K 0.03% 259
2024
Q4 		$83.4K Sell
3,683
-1,568
-30% -$34K 0.03% 192
2024
Q3 		$112K Buy
+5,251
New +$103K 0.04% 173

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
Morgan Stanley
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
BlackRock
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

ORG Wealth Partners's FMS Position: Q3 2025 in Review

ORG Wealth Partners sold out of Fresenius Medical Care (FMS) in Q3 2025, closing a stake of 1,676 shares — an estimated $48.2K sold.

ORG Wealth Partners first reported a position in FMS in Q3 2024 and held it in 4 quarters. The position peaked at $112K in Q3 2024. 205 funds tracked by Wall St. Rank hold FMS as of Q3 2025.

  • ORG Wealth Partners reported no remaining Fresenius Medical Care position as of Q3 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 1,676 Fresenius Medical Care shares in Q3 2025, an estimated $48.2K.
  • ORG Wealth Partners first reported a position in Fresenius Medical Care in Q3 2024 and held it in 4 quarters.
  • ORG Wealth Partners's Fresenius Medical Care position peaked at $112K in Q3 2024.
  • 205 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2025.

Based on ORG Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.