RIL
FMS icon

Rothschild Investment LLC’s Fresenius Medical Care FMS Stock Holding History

Rothschild Investment LLC’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 		$21.4K Buy
945
+76
+9% +$1.71K ﹤0.01% 1530
2026
Q1 		$19.6K Buy
869
+265
+44% +$6.09K ﹤0.01% 1420
2025
Q4 		$14.4K Sell
604
-82
-12% -$2.04K ﹤0.01% 1440
2025
Q3 		$18.1K Buy
686
+46
+7% +$1.18K ﹤0.01% 1259
2025
Q2 		$18.3K Buy
640
+29
+5% +$778 ﹤0.01% 1039
2025
Q1 		$15.2K Hold
611
– – ﹤0.01% 1070
2024
Q4 		$13.8K Buy
611
+387
+173% +$8.4K ﹤0.01% 1092
2024
Q3 		$4.77K Sell
224
-242
-52% -$4.76K ﹤0.01% 1314
2024
Q2 		$8.9K Buy
466
+339
+267% +$6.91K ﹤0.01% 1124
2024
Q1 		$2.45K Sell
127
-83
-40% -$1.65K ﹤0.01% 1192
2023
Q4 		$4.37K Buy
+210
New +$4.03K ﹤0.01% 1100
2017
Q2 		– Sell
-4,885
Closed -$206K – 475
2017
Q1 		$206K Hold
4,885
– – 0.02% 420
2016
Q4 		$206K Sell
4,885
-182
-4% -$7.43K 0.02% 408
2016
Q3 		$222K Buy
+5,067
New +$227K 0.03% 401

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

Rothschild Investment LLC's FMS Position: Q2 2026 in Review

Rothschild Investment LLC increased its Fresenius Medical Care (FMS) stake by 8.7% in Q2 2026, buying an estimated $1.71K and bringing the position to 945 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Rothschild Investment LLC first reported a position in FMS in Q3 2016 and has held it in 14 quarters since. The position peaked at $222K in Q3 2016. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Rothschild Investment LLC held 945 shares of Fresenius Medical Care worth $21.4K as of Q2 2026.
  • Rothschild Investment LLC bought 76 Fresenius Medical Care shares in Q2 2026, an estimated $1.71K.
  • Fresenius Medical Care made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1530 holding.
  • Rothschild Investment LLC first reported a position in Fresenius Medical Care in Q3 2016 and has held it in 14 quarters since.
  • Rothschild Investment LLC's Fresenius Medical Care position peaked at $222K in Q3 2016.
  • 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.