Arax Advisory Partners’s Fresenius Medical Care FMS Stock Holding History

Arax Advisory Partners’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 Q1	$19.5K	Sell	866 -747	-46%	-$17.2K	﹤0.01%	2115
2025 Q4	$38.4K	Buy	1,613 +885	+122%	+$22K	﹤0.01%	1754
2025 Q3	$19.2K	Buy	+728	New	+$18.7K	﹤0.01%	2278
2022 Q3	–	Sell	-1,550	Closed	-$39K	–	1227
2022 Q2	$39K	Buy	1,550 +5	+0.3%	+$149	0.01%	460
2022 Q1	$52K	Buy	1,545 +409	+36%	+$13.5K	0.01%	446
2021 Q4	$37K	Sell	1,136 -158	-12%	-$5.2K	﹤0.01%	492
2021 Q3	$45K	Hold	1,294	–	–	0.01%	464
2021 Q2	$54K	Buy	+1,294	New	+$51.7K	0.01%	452
2018 Q4	–	Sell	-18	Closed	-$1K	–	568
2018 Q3	$1K	Sell	18 -16	-47%	-$801	﹤0.01%	599
2018 Q2	$1K	Hold	34	–	–	﹤0.01%	466
2018 Q1	$1K	Buy	+34	New	+$1.81K	﹤0.01%	450
2017 Q4	–	Sell	-671	Closed	-$32K	–	464
2017 Q3	$32K	Hold	671	–	–	0.02%	250
2017 Q2	$32K	Buy	671 +34	+5%	+$1.57K	0.02%	269
2017 Q1	$26K	Buy	637 +75	+13%	+$3.1K	0.01%	263
2016 Q4	$24K	Buy	+562	New	+$22.9K	0.01%	249

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management

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Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Integral Health Asset Management New York $1.89B AUM 112.84% 1-Year Est. Return