Yousif Capital Management’s Fresenius Medical Care FMS Stock Holding History

Yousif Capital 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 Q3	–	Sell	-9,804	Closed	-$280K	–	1901
2025 Q2	$280K	Buy	9,804 +625	+7%	+$16.8K	﹤0.01%	1699
2025 Q1	$229K	Hold	9,179	–	–	﹤0.01%	1756
2024 Q4	$208K	Buy	+9,179	New	+$199K	﹤0.01%	1813
2024 Q1	–	Sell	-9,809	Closed	-$204K	–	1993
2023 Q4	$204K	Hold	9,809	–	–	﹤0.01%	1876
2023 Q3	$211K	Hold	9,809	–	–	﹤0.01%	1839
2023 Q2	$235K	Hold	9,809	–	–	﹤0.01%	1799
2023 Q1	$209K	Buy	+9,809	New	+$188K	﹤0.01%	1827
2022 Q3	–	Sell	-9,009	Closed	-$225K	–	1968
2022 Q2	$225K	Sell	9,009 -65	-0.7%	-$1.94K	﹤0.01%	1815
2022 Q1	$306K	Hold	9,074	–	–	﹤0.01%	1801
2021 Q4	$295K	Buy	+9,074	New	+$299K	﹤0.01%	1829

Other funds holding FMS

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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Yousif Capital Management's FMS Position: Q3 2025 in Review

Yousif Capital Management sold out of Fresenius Medical Care (FMS) in Q3 2025, closing a stake of 9,804 shares — an estimated $280K sold.

Yousif Capital Management first reported a position in FMS in Q4 2021 and held it in 10 quarters. The position peaked at $306K in Q1 2022. 205 funds tracked by Wall St. Rank hold FMS as of Q3 2025.

Yousif Capital Management reported no remaining Fresenius Medical Care position as of Q3 2025 after selling out during the quarter.
Yousif Capital Management sold 9,804 Fresenius Medical Care shares in Q3 2025, an estimated $280K.
Yousif Capital Management first reported a position in Fresenius Medical Care in Q4 2021 and held it in 10 quarters.
Yousif Capital Management's Fresenius Medical Care position peaked at $306K in Q1 2022.
205 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2025.

Based on Yousif Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.