Rothwell Investment Advisors, LLC’s Fresenius Medical Care FMS Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio FMS Stock Details FMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.52K	Buy	+157	New	+$3.69K	﹤0.01%	968

Other funds holding FMS

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

NIA Impact Advisors Berkeley, California $232M AUM 31.81% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Searle & Co Greenwich, Connecticut $419M AUM 36.78% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Rothwell Investment Advisors, LLC's FMS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Fresenius Medical Care (FMS) in Q3 2026: 157 shares worth $3.52K. The stake represents ﹤0.01% of the portfolio and ranks #968 among its holdings.

113 funds tracked by Wall St. Rank hold FMS as of Q3 2026.

Rothwell Investment Advisors, LLC held 157 shares of Fresenius Medical Care worth $3.52K as of Q3 2026.
Fresenius Medical Care was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Fresenius Medical Care made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #968 holding.
113 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.