JTBR
FMS icon

James T. Borello RIA’s Fresenius Medical Care FMS Stock Holding History

James T. Borello RIA’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 		– Sell
-235
Closed -$5.31K – 1301
2026
Q2 		$5.31K Buy
235
+16
+7% +$359 ﹤0.01% 773
2026
Q1 		$4.94K Buy
+219
New +$5.03K ﹤0.01% 751

Other funds holding FMS

PCM
Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

James T. Borello RIA's FMS Position: Q3 2026 in Review

James T. Borello RIA sold out of Fresenius Medical Care (FMS) in Q3 2026, closing a stake of 235 shares — an estimated $5.31K sold.

James T. Borello RIA first reported a position in FMS in Q1 2026 and held it in 2 quarters. The position peaked at $5.31K in Q2 2026. 26 funds tracked by Wall St. Rank hold FMS as of Q3 2026.

  • James T. Borello RIA reported no remaining Fresenius Medical Care position as of Q3 2026 after selling out during the quarter.
  • James T. Borello RIA sold 235 Fresenius Medical Care shares in Q3 2026, an estimated $5.31K.
  • James T. Borello RIA first reported a position in Fresenius Medical Care in Q1 2026 and held it in 2 quarters.
  • James T. Borello RIA's Fresenius Medical Care position peaked at $5.31K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.