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Fresenius Medical Care AG & Co. shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Fresenius Medical Care AG & Co. (FMS) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Fresenius Medical Care AG & Co.

Tip: Access up to 7 years of quarterly data

All positions including Fresenius Medical Care AG & Co. held by Summit Trail Advisors 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 Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $326k 12k 26.33
2025-06-30 $356k 13k 28.57
2018-03-31 $53k 53k 1.00
2017-12-31 $56k 987 56.74

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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.