Salomon & Ludwin
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Salomon & Ludwin’s Fresenius Medical Care FMS Stock Holding History

Salomon & Ludwin’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 		$11.7K Sell
524
-74
-12% -$1.74K ﹤0.01% 1263
2026
Q2 		$13.7K Sell
598
-277
-32% -$6.22K ﹤0.01% 1427
2026
Q1 		$19.6K Buy
875
+852
+3,704% +$19.6K ﹤0.01% 1097
2025
Q4 		$547 Sell
23
-131
-85% -$3.26K ﹤0.01% 2087
2025
Q3 		$4.12K Buy
154
+149
+2,980% +$3.83K ﹤0.01% 1806
2025
Q2 		$142 Buy
+5
New +$134 ﹤0.01% 1049

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Salomon & Ludwin's FMS Position: Q3 2026 in Review

Salomon & Ludwin reduced its Fresenius Medical Care (FMS) stake by 12% in Q3 2026, selling an estimated $1.74K and leaving 524 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Salomon & Ludwin first reported a position in FMS in Q2 2025 and has held it in 6 quarters since. The position peaked at $19.6K in Q1 2026. 162 funds tracked by Wall St. Rank hold FMS as of Q3 2026.

  • Salomon & Ludwin held 524 shares of Fresenius Medical Care worth $11.7K as of Q3 2026.
  • Salomon & Ludwin sold 74 Fresenius Medical Care shares in Q3 2026, an estimated $1.74K.
  • Fresenius Medical Care made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1263 holding.
  • Salomon & Ludwin first reported a position in Fresenius Medical Care in Q2 2025 and has held it in 6 quarters since.
  • Salomon & Ludwin's Fresenius Medical Care position peaked at $19.6K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.