Aaron Wealth Advisors
FMS icon

Aaron Wealth Advisors’s Fresenius Medical Care FMS Stock Holding History

Aaron Wealth Advisors’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 		$388K Sell
17,316
-783
-4% -$18.4K 0.02% 508
2026
Q2 		$409K Buy
18,099
+1,683
+10% +$37.8K 0.02% 487
2026
Q1 		$370K Buy
+16,416
New +$377K 0.02% 481

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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Ping Capital Management
Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Aaron Wealth Advisors's FMS Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Fresenius Medical Care (FMS) stake by 4.3% in Q3 2026, selling an estimated $18.4K and leaving 17,316 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #508.

Aaron Wealth Advisors first reported a position in FMS in Q1 2026 and has held it in 3 quarters since. The position peaked at $409K in Q2 2026. 51 funds tracked by Wall St. Rank hold FMS as of Q3 2026.

  • Aaron Wealth Advisors held 17,316 shares of Fresenius Medical Care worth $388K as of Q3 2026.
  • Aaron Wealth Advisors sold 783 Fresenius Medical Care shares in Q3 2026, an estimated $18.4K.
  • Fresenius Medical Care made up 0.02% of Aaron Wealth Advisors's portfolio in Q3 2026, its #508 holding.
  • Aaron Wealth Advisors first reported a position in Fresenius Medical Care in Q1 2026 and has held it in 3 quarters since.
  • Aaron Wealth Advisors's Fresenius Medical Care position peaked at $409K in Q2 2026.
  • 51 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.