Superior Planning, LLC’s Fresenius Medical Care FMS Stock Holding History

Superior Planning, 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 Q3	$6.87K	Buy	+307	New	+$7.22K	﹤0.01%	1079

Other funds holding FMS

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's FMS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Fresenius Medical Care (FMS) in Q3 2026: 307 shares worth $6.87K. The stake represents ﹤0.01% of the portfolio and ranks #1079 among its holdings.

162 funds tracked by Wall St. Rank hold FMS as of Q3 2026.

Superior Planning, LLC held 307 shares of Fresenius Medical Care worth $6.87K as of Q3 2026.
Fresenius Medical Care was a new Superior Planning, LLC position in Q3 2026.
Fresenius Medical Care made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1079 holding.
162 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.