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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Abound Wealth Management's FMS Position: Q2 2026 in Review

Abound Wealth Management held its Fresenius Medical Care (FMS) position steady in Q2 2026 at 6 shares worth $136. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Abound Wealth Management first reported a position in FMS in Q2 2023 and has held it in 13 quarters since. The position peaked at $359 in Q2 2023. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Abound Wealth Management held 6 shares of Fresenius Medical Care worth $136 as of Q2 2026.
Abound Wealth Management left its Fresenius Medical Care share count unchanged in Q2 2026.
Fresenius Medical Care made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1218 holding.
Abound Wealth Management first reported a position in Fresenius Medical Care in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's Fresenius Medical Care position peaked at $359 in Q2 2023.
235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.