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

Venturi 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
Q1 		– Sell
-5,700
Closed -$129K – 1030
2024
Q4 		$129K Buy
5,700
+441
+8% +$9.57K 0.01% 673
2024
Q3 		$112K Buy
5,259
+4,800
+1,046% +$94.5K 0.01% 533
2024
Q2 		$8.76K Buy
459
+41
+10% +$836 ﹤0.01% 1130
2024
Q1 		$8.06K Hold
418
– – ﹤0.01% 978
2023
Q4 		$8.71K Hold
418
– – ﹤0.01% 900
2023
Q3 		$9K Hold
418
– – ﹤0.01% 825
2023
Q2 		$10K Hold
418
– – ﹤0.01% 653
2023
Q1 		$8.89K Buy
+418
New +$8K ﹤0.01% 735

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 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

Venturi Wealth Management's FMS Position: Q1 2025 in Review

Venturi Wealth Management sold out of Fresenius Medical Care (FMS) in Q1 2025, closing a stake of 5,700 shares — an estimated $129K sold.

Venturi Wealth Management first reported a position in FMS in Q1 2023 and held it in 8 quarters. The position peaked at $129K in Q4 2024. 201 funds tracked by Wall St. Rank hold FMS as of Q1 2025.

  • Venturi Wealth Management reported no remaining Fresenius Medical Care position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 5,700 Fresenius Medical Care shares in Q1 2025, an estimated $129K.
  • Venturi Wealth Management first reported a position in Fresenius Medical Care in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Fresenius Medical Care position peaked at $129K in Q4 2024.
  • 201 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.