Raffa Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Raffa Wealth Management’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	$1.99K	Hold	88	–	–	﹤0.01%	839
2026 Q1	$1.99K	Hold	88	–	–	﹤0.01%	751
2025 Q4	$2.1K	Hold	88	–	–	﹤0.01%	729
2025 Q3	$2.32K	Hold	88	–	–	﹤0.01%	677
2025 Q2	$2.51K	Hold	88	–	–	﹤0.01%	640
2025 Q1	$2.19K	Hold	88	–	–	﹤0.01%	608
2024 Q4	$1.99K	Hold	88	–	–	﹤0.01%	670
2024 Q3	$1.87K	Buy	+88	New	+$1.73K	﹤0.01%	654
2022 Q3	–	Sell	-33	Closed	-$823	–	1175
2022 Q2	$823	Buy	+33	New	+$986	﹤0.01%	874
2022 Q1	–	Sell	-30	Closed	-$974	–	1142
2021 Q4	$974	Buy	30 +15	+100%	+$494	﹤0.01%	884
2021 Q3	$525	Buy	+15	New	+$586	﹤0.01%	1039
2021 Q1	–	Sell	-25	Closed	-$1.04K	–	1103
2020 Q4	$1.04K	Buy	25 +22	+733%	+$917	﹤0.01%	735
2020 Q3	$127	Buy	+3	New	+$129	﹤0.01%	881

Other funds holding FMS

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Raffa Wealth Management's FMS Position: Q2 2026 in Review

Raffa Wealth Management held its Fresenius Medical Care (FMS) position steady in Q2 2026 at 88 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Raffa Wealth Management first reported a position in FMS in Q3 2020 and has held it in 13 quarters since. The position peaked at $2.51K in Q2 2025. 225 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Raffa Wealth Management held 88 shares of Fresenius Medical Care worth $1.99K as of Q2 2026.
Raffa Wealth Management left its Fresenius Medical Care share count unchanged in Q2 2026.
Fresenius Medical Care made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #839 holding.
Raffa Wealth Management first reported a position in Fresenius Medical Care in Q3 2020 and has held it in 13 quarters since.
Raffa Wealth Management's Fresenius Medical Care position peaked at $2.51K in Q2 2025.
225 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.