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Virtus Investment Advisers’s Fresenius Medical Care FMS Stock Holding History

Virtus Investment Advisers’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
-10,600
Closed -$240K – 554
2024
Q4 		$240K Hold
10,600
– – 0.19% 172
2024
Q3 		$226K Buy
+10,600
New +$209K 0.18% 185

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Dodge & Cox
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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

Virtus Investment Advisers's FMS Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Fresenius Medical Care (FMS) in Q1 2025, closing a stake of 10,600 shares — an estimated $240K sold.

Virtus Investment Advisers first reported a position in FMS in Q3 2024 and held it in 2 quarters. The position peaked at $240K in Q4 2024. 201 funds tracked by Wall St. Rank hold FMS as of Q1 2025.

  • Virtus Investment Advisers reported no remaining Fresenius Medical Care position as of Q1 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 10,600 Fresenius Medical Care shares in Q1 2025, an estimated $240K.
  • Virtus Investment Advisers first reported a position in Fresenius Medical Care in Q3 2024 and held it in 2 quarters.
  • Virtus Investment Advisers's Fresenius Medical Care position peaked at $240K in Q4 2024.
  • 201 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.