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Spire Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Spire Wealth Management’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
Q2 		– Sell
-1,097
Closed -$27.3K – 2437
2025
Q1 		$27.3K Buy
+1,097
New +$26.1K ﹤0.01% 1503

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spire Wealth Management's FMS Position: Q2 2025 in Review

Spire Wealth Management sold out of Fresenius Medical Care (FMS) in Q2 2025, closing a stake of 1,097 shares — an estimated $27.3K sold.

Spire Wealth Management first reported a position in FMS in Q1 2025 and held it in 1 quarter. The position peaked at $27.3K in Q1 2025. 207 funds tracked by Wall St. Rank hold FMS as of Q2 2025.

  • Spire Wealth Management reported no remaining Fresenius Medical Care position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 1,097 Fresenius Medical Care shares in Q2 2025, an estimated $27.3K.
  • Spire Wealth Management first reported a position in Fresenius Medical Care in Q1 2025 and held it in 1 quarter.
  • Spire Wealth Management's Fresenius Medical Care position peaked at $27.3K in Q1 2025.
  • 207 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.