EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- Latest filing
- Aug 11, 2026
FMS holding history
Fresenius Medical Care AG in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
FMS overviewAll 13F holders of FMSFull Q2 2026 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −2,860−100.0% | Sold out | Holders |
| Q1 2023 | 2,860 | – | – | −9,588−77.0% | Reduced | Holders |
| Q4 2022 | 12,448 | $203.4K | <0.1% | −354−2.8% | Reduced | Holders |
| Q3 2022 | 12,802 | $180.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 12,802 | $319.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 12,802 | $431.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 12,802 | $416.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 12,802 | $448.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 12,802 | $532.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2021 | 12,802 | $472.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.