Action Point Financial Planning’s Fresenius Medical Care FMS Stock Holding History

Action Point Financial Planning’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	$2.51K	Buy	+112	New	+$2.51K	﹤0.01%	2152

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

Action Point Financial Planning's FMS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Fresenius Medical Care (FMS) in Q2 2026: 112 shares worth $2.51K. The stake represents ﹤0.01% of the portfolio and ranks #2152 among its holdings.

232 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Action Point Financial Planning held 112 shares of Fresenius Medical Care worth $2.51K as of Q2 2026.
Fresenius Medical Care was a new Action Point Financial Planning position in Q2 2026.
Fresenius Medical Care made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2152 holding.
232 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.