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Cromwell Holdings’s Fresenius Medical Care FMS Stock Holding History

Cromwell Holdings’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 		$50.9K Hold
2,275
– – 0.02% 478
2026
Q2 		$51.4K Hold
2,275
– – 0.02% 478
2026
Q1 		$51.3K Hold
2,275
– – 0.03% 468
2025
Q4 		$54.2K Hold
2,275
– – 0.03% 452
2025
Q3 		$59.9K Hold
2,275
– – 0.03% 443
2025
Q2 		$65K Hold
2,275
– – 0.04% 402
2025
Q1 		$56.6K Hold
2,275
– – 0.04% 424
2024
Q4 		$51.5K Hold
2,275
– – 0.03% 450
2024
Q3 		$48.5K Hold
2,275
– – 0.03% 465
2024
Q2 		$43.4K Buy
+2,275
New +$46.4K 0.03% 466

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee) Memphis, Tennessee $2.19B AUM 46.65% 1-Year Est. Return

Cromwell Holdings's FMS Position: Q3 2026 in Review

Cromwell Holdings held its Fresenius Medical Care (FMS) position steady in Q3 2026 at 2,275 shares worth $50.9K. The position accounts for 0.02% of the portfolio, ranked #478.

Cromwell Holdings first reported a position in FMS in Q2 2024 and has held it in 10 quarters since. The position peaked at $65K in Q2 2025. 81 funds tracked by Wall St. Rank hold FMS as of Q3 2026.

  • Cromwell Holdings held 2,275 shares of Fresenius Medical Care worth $50.9K as of Q3 2026.
  • Cromwell Holdings left its Fresenius Medical Care share count unchanged in Q3 2026.
  • Fresenius Medical Care made up 0.02% of Cromwell Holdings's portfolio in Q3 2026, its #478 holding.
  • Cromwell Holdings first reported a position in Fresenius Medical Care in Q2 2024 and has held it in 10 quarters since.
  • Cromwell Holdings's Fresenius Medical Care position peaked at $65K in Q2 2025.
  • 81 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2026.

Based on Cromwell Holdings's 13F filing for Q3 2026, filed 28 Oct 2026.