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Summit Global Investments’s Fresenius Medical Care FMS Stock Holding History

Summit Global Investments’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
-7,675
Closed -$219K – 492
2025
Q2 		$219K Sell
7,675
-50,274
-87% -$1.35M 0.01% 436
2025
Q1 		$1.44M Buy
+57,949
New +$1.38M 0.11% 118

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

Summit Global Investments's FMS Position: Q3 2025 in Review

Summit Global Investments sold out of Fresenius Medical Care (FMS) in Q3 2025, closing a stake of 7,675 shares — an estimated $219K sold.

Summit Global Investments first reported a position in FMS in Q1 2025 and held it in 2 quarters. The position peaked at $1.44M in Q1 2025. 205 funds tracked by Wall St. Rank hold FMS as of Q3 2025.

  • Summit Global Investments reported no remaining Fresenius Medical Care position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 7,675 Fresenius Medical Care shares in Q3 2025, an estimated $219K.
  • Summit Global Investments first reported a position in Fresenius Medical Care in Q1 2025 and held it in 2 quarters.
  • Summit Global Investments's Fresenius Medical Care position peaked at $1.44M in Q1 2025.
  • 205 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.