Moran Wealth Management, LLC

Holdings History for Fresenius Medical Care AG - Ordinary Shares without par value (FMS)

Symbol: FMS on NYSE
Investment type: Equity / Ordinary Shares without par value

Shares, Excluding Options vs Price

Value, Excluding Options

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025	0.19%	+0.08%	$6,299,485	264,462	+106,438	+67%	$23.82	Q4 2025
30 Sep 2025	0.13%	+0.01%	$4,160,772	158,024	+8,473	+5.7%	$26.33	Q3 2025
30 Jun 2025	0.13%	+0%	$4,272,673	149,551	+2,031	+1.4%	$28.57	Q2 2025
31 Mar 2025	0.12%	-0.09%	$3,673,248	147,520	-107,190		$24.90	Q1 2025
31 Dec 2024	0.18%	+0.02%	$5,766,634	254,710	+21,334	+9.1%	$22.64	Q4 2024
30 Sep 2024	0.15%	+0.05%	$4,970,909	233,376	+74,621	+47%	$21.30	Q3 2024
30 Jun 2024	0.1%	+0%	$3,030,633	158,755	+4,432	+2.9%	$19.09	Q2 2024
31 Mar 2024	0.1%	-0%	$2,975,347	154,323	-1,574	-1%	$19.28	Q1 2024
31 Dec 2023	0.12%	+0.12%	$3,247,335	155,897	+155,897	NEW	$20.83	Q4 2023

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.