Pathstone Holdings

Pathstone Holdings’s Fresenius Medical Care FMS Stock Holding History

Pathstone Holdings’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
2026 Q1	$1.51M	Sell	67,085 -923	-1%	-$21.2K	0.01%	1188
2025 Q4	$1.62M	Buy	68,008 +307	+0.5%	+$7.64K	0.01%	1146
2025 Q3	$1.78M	Buy	67,701 +1,497	+2%	+$38.5K	0.01%	1100
2025 Q2	$1.89M	Sell	66,204 -404	-0.6%	-$10.8K	0.01%	1031
2025 Q1	$1.66M	Buy	66,608 +7,024	+12%	+$167K	0.01%	1088
2024 Q4	$1.35M	Buy	59,584 +23,489	+65%	+$510K	0.01%	1194
2024 Q3	$769K	Buy	36,095 +2,817	+8%	+$55.4K	﹤0.01%	1508
2024 Q2	$635K	Buy	33,278 +2,502	+8%	+$51K	﹤0.01%	1565
2024 Q1	$593K	Buy	30,776 +16,340	+113%	+$324K	﹤0.01%	1597
2023 Q4	$301K	Buy	+14,436	New	+$277K	﹤0.01%	1826

Other funds holding FMS

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Integral Health Asset Management New York $1.89B AUM 112.84% 1-Year Est. Return