SSG
FMS icon

Summit Securities Group’s Fresenius Medical Care FMS Stock Holding History

Summit Securities Group’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
-9,047
Closed -$238K – 1086
2025
Q3 		$238K Buy
+9,047
New +$233K 0.05% 251
2025
Q2 		– Sell
-15,919
Closed -$396K – 1189
2025
Q1 		$396K Buy
+15,919
New +$379K 0.06% 125
2023
Q1 		– Sell
-1,728
Closed -$28K – 980
2022
Q4 		$28K Buy
+1,728
New +$25.6K ﹤0.01% 836

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Summit Securities Group's FMS Position: Q4 2025 in Review

Summit Securities Group sold out of Fresenius Medical Care (FMS) in Q4 2025, closing a stake of 9,047 shares — an estimated $238K sold.

Summit Securities Group first reported a position in FMS in Q4 2022 and held it in 3 quarters. The position peaked at $396K in Q1 2025. 214 funds tracked by Wall St. Rank hold FMS as of Q4 2025.

  • Summit Securities Group reported no remaining Fresenius Medical Care position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 9,047 Fresenius Medical Care shares in Q4 2025, an estimated $238K.
  • Summit Securities Group first reported a position in Fresenius Medical Care in Q4 2022 and held it in 3 quarters.
  • Summit Securities Group's Fresenius Medical Care position peaked at $396K in Q1 2025.
  • 214 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.