FMS — FRESENIUS MED CARE AG&CO KGA

Ownership history in SUMMIT SECURITIES GROUP LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP LLC reported a position in FRESENIUS MED CARE AG&CO KGA (FMS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2025 Q1)
Avg. % of fund
0.04%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 9,047 -6,872 -43.2% 0.05% $238K $26.33
2025 Q1 ADDED 15,919 +14,191 +821.2% 0.06% $396K $24.21
2022 Q4 INITIATED 1,728 — — 0.00% $28K —
% of Fund (quarterly)    FMS price (monthly, adj. close)

Other funds also holding FMS

As of 2025 Q4 — sorted by position size

FIDUCIARY MANAGEMENT INC /WI/ 3Y 7Y 1.3% NIA IMPACT ADVISORS, LLC 3Y 1.22% PZENA INVESTMENT MANAGEMENT LLC 3Y 7Y 1.05% XY Capital Ltd 3Y 0.8% Integral Health Asset Management, LLC 3Y 0.77% TODD ASSET MANAGEMENT LLC 3Y 7Y 0.6% SEARLE & CO. 3Y 7Y 0.5% Corient IA LLC 0.34% DMC Group, LLC 3Y 0.31% HENNESSY ADVISORS INC 3Y 7Y 0.3%
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