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Fresenius Medical Care AG & Co. shares owned by Forum Financial Management

Quarter-by-quarter ownership of Fresenius Medical Care AG & Co. (FMS) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in Fresenius Medical Care AG & Co.

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All positions including Fresenius Medical Care AG & Co. held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fresenius Medical Care AG & Co. by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $356k 14k 26.33
2025-06-30 $256k 8.9k 28.57
2025-03-31 $271k 11k 24.90
2024-12-31 $247k 11k 22.64
2022-06-30 $226k 9.1k 24.89
2022-03-31 $305k 9.1k 33.59
2021-12-31 $295k 9.1k 32.49

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Top funds holding Fresenius Medical Care AG & Co.

Pzena Investment Management
Fiduciary Management
Dodge & Cox
Morgan Stanley
Todd-Veredus Asset Management
Teachers Retirement System Of The State Of Kentucky
Goldman Sachs Group
Point72 Asset Management
BlackRock
Integral Health Asset Management
Northern Trust
Hennessy Advisors
Millennium Management
Raymond James Financial
Envestnet Asset Management

View all funds holding Fresenius Medical Care AG & Co.