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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
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 +$3.63K ﹤0.01% 1824

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
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

Root Financial Partners's FMS Position: Q2 2026 in Review

Root Financial Partners sold out of Fresenius Medical Care (FMS) in Q2 2026, closing a stake of 180 shares — an estimated $4.06K sold.

Root Financial Partners first reported a position in FMS in Q3 2025 and held it in 3 quarters. The position peaked at $4.06K in Q1 2026. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Root Financial Partners reported no remaining Fresenius Medical Care position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 180 Fresenius Medical Care shares in Q2 2026, an estimated $4.06K.
  • Root Financial Partners first reported a position in Fresenius Medical Care in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Fresenius Medical Care position peaked at $4.06K in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.