RWM
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Ritholtz Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Ritholtz 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
Q1 		$1.91M Buy
84,658
+60,652
+253% +$1.39M 0.03% 383
2025
Q4 		$572K Buy
24,006
+5,595
+30% +$139K 0.01% 674
2025
Q3 		$485K Sell
18,411
-530
-3% -$13.6K 0.01% 690
2025
Q2 		$541K Buy
18,941
+237
+1% +$6.36K 0.01% 617
2025
Q1 		$466K Sell
18,704
-826
-4% -$19.7K 0.01% 613
2024
Q4 		$442K Sell
19,530
-844
-4% -$18.3K 0.01% 600
2024
Q3 		$434K Sell
20,374
-16,527
-45% -$325K 0.01% 597
2024
Q2 		$704K Buy
36,901
+895
+2% +$18.2K 0.02% 434
2024
Q1 		$694K Buy
36,006
+5,769
+19% +$114K 0.02% 455
2023
Q4 		$630K Buy
30,237
+5,059
+20% +$97.2K 0.02% 437
2023
Q3 		$542K Buy
+25,178
New +$611K 0.02% 437

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FMI
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Dodge & Cox
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $1.89B AUM 112.84% 1-Year Est. Return