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Principal Securities’s Fresenius Medical Care FMS Stock Holding History

Principal Securities’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
-1,632
Closed -$43K – 2119
2025
Q3 		$43K Sell
1,632
-635
-28% -$16.3K ﹤0.01% 2024
2025
Q2 		$64.8K Buy
2,267
+1,163
+105% +$31.2K ﹤0.01% 1748
2025
Q1 		$25K Hold
1,104
– – ﹤0.01% 2094
2024
Q4 		$25K Buy
1,104
+117
+12% +$2.54K ﹤0.01% 2089
2024
Q3 		$21K Buy
987
+183
+23% +$3.6K ﹤0.01% 2095
2024
Q2 		$15.3K Buy
804
+88
+12% +$1.79K ﹤0.01% 2193
2024
Q1 		$13.8K Buy
716
+326
+84% +$6.46K ﹤0.01% 2189
2023
Q4 		$8.12K Buy
+390
New +$7.49K ﹤0.01% 2351

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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
IHAM
Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Securities's FMS Position: Q4 2025 in Review

Principal Securities sold out of Fresenius Medical Care (FMS) in Q4 2025, closing a stake of 1,632 shares — an estimated $43K sold.

Principal Securities first reported a position in FMS in Q4 2023 and held it in 8 quarters. The position peaked at $64.8K in Q2 2025. 214 funds tracked by Wall St. Rank hold FMS as of Q4 2025.

  • Principal Securities reported no remaining Fresenius Medical Care position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,632 Fresenius Medical Care shares in Q4 2025, an estimated $43K.
  • Principal Securities first reported a position in Fresenius Medical Care in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Fresenius Medical Care position peaked at $64.8K in Q2 2025.
  • 214 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.