James T. Borello
FMS icon

James T. Borello’s Fresenius Medical Care FMS Stock Holding History

James T. Borello’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 		– Sell
-235
Closed -$5.31K – 1301
2026
Q2 		$5.31K Buy
235
+16
+7% +$359 ﹤0.01% 773
2026
Q1 		$4.94K Buy
+219
New +$5.03K ﹤0.01% 751

Other funds holding FMS

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
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
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

James T. Borello's FMS Position: Q3 2026 in Review

James T. Borello sold out of Fresenius Medical Care (FMS) in Q3 2026, closing a stake of 235 shares — an estimated $5.31K sold.

James T. Borello first reported a position in FMS in Q1 2026 and held it in 2 quarters. The position peaked at $5.31K in Q2 2026. 74 funds tracked by Wall St. Rank hold FMS as of Q3 2026.

  • James T. Borello reported no remaining Fresenius Medical Care position as of Q3 2026 after selling out during the quarter.
  • James T. Borello sold 235 Fresenius Medical Care shares in Q3 2026, an estimated $5.31K.
  • James T. Borello first reported a position in Fresenius Medical Care in Q1 2026 and held it in 2 quarters.
  • James T. Borello's Fresenius Medical Care position peaked at $5.31K in Q2 2026.
  • 74 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.