RAFFA WEALTH MANAGEMENT, LLC’s Fresenius Medical Care FMS Stock Holding History

RAFFA WEALTH MANAGEMENT, 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	$1.99K	Hold	88	–	–	﹤0.01%	839
2026 Q1	$1.99K	Hold	88	–	–	﹤0.01%	751
2025 Q4	$2.1K	Hold	88	–	–	﹤0.01%	729
2025 Q3	$2.32K	Hold	88	–	–	﹤0.01%	677
2025 Q2	$2.51K	Hold	88	–	–	﹤0.01%	640
2025 Q1	$2.19K	Hold	88	–	–	﹤0.01%	608
2024 Q4	$1.99K	Hold	88	–	–	﹤0.01%	670
2024 Q3	$1.87K	Buy	+88	New	+$1.73K	﹤0.01%	654
2022 Q3	–	Sell	-33	Closed	-$823	–	1175
2022 Q2	$823	Buy	+33	New	+$986	﹤0.01%	874
2022 Q1	–	Sell	-30	Closed	-$974	–	1142
2021 Q4	$974	Buy	30 +15	+100%	+$494	﹤0.01%	884
2021 Q3	$525	Buy	+15	New	+$586	﹤0.01%	1039
2021 Q1	–	Sell	-25	Closed	-$1.04K	–	1103
2020 Q4	$1.04K	Buy	25 +22	+733%	+$917	﹤0.01%	735
2020 Q3	$127	Buy	+3	New	+$129	﹤0.01%	881

Other funds holding FMS

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Searle & Co Greenwich, Connecticut $445M AUM 41.72% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FMS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Fresenius Medical Care (FMS) position steady in Q2 2026 at 88 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FMS in Q3 2020 and has held it in 13 quarters since. The position peaked at $2.51K in Q2 2025. 67 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 88 shares of Fresenius Medical Care worth $1.99K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Fresenius Medical Care share count unchanged in Q2 2026.
Fresenius Medical Care made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #839 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Fresenius Medical Care in Q3 2020 and has held it in 13 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Fresenius Medical Care position peaked at $2.51K in Q2 2025.
67 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.