Abound Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Abound Wealth Management’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	$136	Hold	6	–	–	﹤0.01%	1218
2026 Q1	$136	Hold	6	–	–	﹤0.01%	1343
2025 Q4	$143	Hold	6	–	–	﹤0.01%	1302
2025 Q3	$158	Hold	6	–	–	﹤0.01%	1202
2025 Q2	$172	Sell	6 -1	-14%	-$27	﹤0.01%	1098
2025 Q1	$175	Sell	7 -3	-30%	-$71	﹤0.01%	1039
2024 Q4	$227	Hold	10	–	–	﹤0.01%	1009
2024 Q3	$213	Sell	10 -5	-33%	-$98	﹤0.01%	1122
2024 Q2	$287	Hold	15	–	–	﹤0.01%	995
2024 Q1	$290	Hold	15	–	–	﹤0.01%	1151
2023 Q4	$313	Hold	15	–	–	﹤0.01%	1137
2023 Q3	$324	Hold	15	–	–	﹤0.01%	987
2023 Q2	$359	Buy	+15	New	+$344	﹤0.01%	978

Other funds holding FMS

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

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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return