Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Fresenius Medical Care FMS Stock Holding History

Carson Wealth (CWM 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
Q1 		$27.9K Buy
1,235
+23
+2% +$528 ﹤0.01% 4219
2025
Q4 		$29K Sell
1,212
-109
-8% -$2.71K ﹤0.01% 3968
2025
Q3 		$35K Buy
1,321
+137
+12% +$3.52K ﹤0.01% 3784
2025
Q2 		$34K Sell
1,184
-131
-10% -$3.52K ﹤0.01% 3551
2025
Q1 		$33K Sell
1,315
-63
-5% -$1.5K ﹤0.01% 3313
2024
Q4 		$31K Sell
1,378
-35
-2% -$760 ﹤0.01% 3142
2024
Q3 		$30K Sell
1,413
-94
-6% -$1.85K ﹤0.01% 3089
2024
Q2 		$29K Buy
1,507
+132
+10% +$2.69K ﹤0.01% 2861
2024
Q1 		$27K Sell
1,375
-35
-2% -$694 ﹤0.01% 2704
2023
Q4 		$29K Buy
1,410
+28
+2% +$538 ﹤0.01% 2534
2023
Q3 		$30K Sell
1,382
-225
-14% -$5.46K ﹤0.01% 2409
2023
Q2 		$38K Buy
1,607
+278
+21% +$6.38K ﹤0.01% 2181
2023
Q1 		$28K Buy
1,329
+233
+21% +$4.46K ﹤0.01% 2264
2022
Q4 		$18K Sell
1,096
-657
-37% -$9.74K ﹤0.01% 2444
2022
Q3 		$25K Buy
1,753
+790
+82% +$14.9K ﹤0.01% 2084
2022
Q2 		$24K Buy
963
+228
+31% +$6.81K ﹤0.01% 2007
2022
Q1 		$25K Buy
735
+35
+5% +$1.15K ﹤0.01% 1944
2021
Q4 		$23K Buy
+700
New +$23K ﹤0.01% 1915
2021
Q2 		$22K Hold
524
– – ﹤0.01% 1746
2021
Q1 		$22K Hold
524
– – ﹤0.01% 1746
2020
Q4 		$22K Hold
524
– – ﹤0.01% 1746
2020
Q3 		$22K Hold
524
– – ﹤0.01% 1746
2020
Q2 		$22K Hold
524
– – ﹤0.01% 1746
2020
Q1 		$22K Hold
524
– – ﹤0.01% 1746
2019
Q4 		$22K Hold
524
– – ﹤0.01% 1746
2019
Q3 		$22K Hold
524
– – ﹤0.01% 1746
2019
Q2 		$22K Hold
524
– – ﹤0.01% 1746
2019
Q1 		$22K Buy
524
+239
+84% +$8.91K ﹤0.01% 1746
2018
Q4 		$9K Buy
285
+190
+200% +$7.67K ﹤0.01% 1362
2018
Q3 		$5K Sell
95
-17
-15% -$851 ﹤0.01% 1341
2018
Q2 		$6K Buy
112
+81
+261% +$4.11K ﹤0.01% 1145
2018
Q1 		$2K Sell
31
-11
-26% -$587 ﹤0.01% 1166
2017
Q4 		$2K Buy
+42
New +$2.09K ﹤0.01% 1269

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FMS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Fresenius Medical Care (FMS) stake by 1.9% in Q1 2026, buying an estimated $528 and bringing the position to 1,235 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4219.

Carson Wealth (CWM LLC) first reported a position in FMS in Q4 2017 and has held it in 33 quarters since. The position peaked at $38K in Q2 2023. 219 funds tracked by Wall St. Rank hold FMS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,235 shares of Fresenius Medical Care worth $27.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 23 Fresenius Medical Care shares in Q1 2026, an estimated $528.
  • Fresenius Medical Care made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4219 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fresenius Medical Care in Q4 2017 and has held it in 33 quarters since.
  • Carson Wealth (CWM LLC)'s Fresenius Medical Care position peaked at $38K in Q2 2023.
  • 219 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.