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

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return