Root Financial Partners
FMS icon

Root Financial Partners’s Fresenius Medical Care FMS Stock Holding History

Root Financial Partners’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 		$5.55K Buy
+248
New +$5.84K ﹤0.01% 2191
2026
Q2 		– Sell
-180
Closed -$4.06K – 1407
2026
Q1 		$4.06K Buy
180
+11
+7% +$253 ﹤0.01% 2026
2025
Q4 		$4.03K Buy
169
+28
+20% +$696 ﹤0.01% 1828
2025
Q3 		$3.71K Buy
+141
New +$3.62K ﹤0.01% 1824

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Dodge & Cox
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Todd Asset Management
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Teachers Retirement System of the State of Kentucky
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BlackRock
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ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Root Financial Partners's FMS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fresenius Medical Care (FMS) in Q3 2026: 248 shares worth $5.55K. The stake represents ﹤0.01% of the portfolio and ranks #2191 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FMS as recently as Q1 2026.

Root Financial Partners first reported a position in FMS in Q3 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold FMS as of Q3 2026.

  • Root Financial Partners held 248 shares of Fresenius Medical Care worth $5.55K as of Q3 2026.
  • Fresenius Medical Care was a new Root Financial Partners position in Q3 2026.
  • Fresenius Medical Care made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2191 holding.
  • Root Financial Partners first reported a position in Fresenius Medical Care in Q3 2025 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.