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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

FMS holding history

Fresenius Medical Care AG in every 13F filed by Raffa Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FMS overviewAll 13F holders of FMSFull Q2 2026 holdings

Shares (Q2 2026)
88
Value
$1.99K
% of portfolio
<0.1%
Quarters held
13
Since Q3 2020
Holdings of FMS by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202688$1.99K<0.1%00.0%UnchangedHolders
Q1 202688$1.99K<0.1%00.0%UnchangedHolders
Q4 202588$2.10K<0.1%00.0%UnchangedHolders
Q3 202588$2.32K<0.1%00.0%UnchangedHolders
Q2 202588$2.51K<0.1%00.0%UnchangedHolders
Q1 202588$2.19K<0.1%00.0%UnchangedHolders
Q4 202488$1.99K<0.1%00.0%UnchangedHolders
Q3 202488$1.87K<0.1%+88NewHolders
Q3 20220$00.0%−33−100.0%Sold outHolders
Q2 202233$823<0.1%+33NewHolders
Q1 20220$00.0%−30−100.0%Sold outHolders
Q4 202130$974<0.1%+15+100.0%AddedHolders
Q3 202115$525<0.1%+15NewHolders
Q1 20210$00.0%−25−100.0%Sold outHolders
Q4 202025$1.04K<0.1%+22+733.3%Added–
Q3 20203$127<0.1%+3New–