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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
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 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Cromwell Holdings's FMS Position: Q2 2026 in Review

Cromwell Holdings held its Fresenius Medical Care (FMS) position steady in Q2 2026 at 2,275 shares worth $51.4K. 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 9 quarters since. The position peaked at $65K in Q2 2025. 233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Cromwell Holdings held 2,275 shares of Fresenius Medical Care worth $51.4K as of Q2 2026.
  • Cromwell Holdings left its Fresenius Medical Care share count unchanged in Q2 2026.
  • Fresenius Medical Care made up 0.02% of Cromwell Holdings's portfolio in Q2 2026, its #478 holding.
  • Cromwell Holdings first reported a position in Fresenius Medical Care in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Fresenius Medical Care position peaked at $65K in Q2 2025.
  • 233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.