Cornerstone Planning Group’s Fresenius Medical Care FMS Stock Holding History

Cornerstone Planning Group’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	$2.82K	Buy	116 +83	+252%	+$1.86K	﹤0.01%	1230
2026 Q1	$667	Sell	33 -37	-53%	-$850	﹤0.01%	1572
2025 Q4	$1.55K	Sell	70 -12	-15%	-$298	﹤0.01%	1246
2025 Q3	$2.19K	Hold	82	–	–	﹤0.01%	1141
2025 Q2	$2K	Buy	82 +12	+17%	+$322	﹤0.01%	951
2025 Q1	$1.66K	Sell	70 -18	-20%	-$429	﹤0.01%	1030
2024 Q4	$2.17K	Buy	88 +55	+167%	+$1.19K	﹤0.01%	777
2024 Q3	$673	Buy	+33	New	+$650	﹤0.01%	1029

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

Cornerstone Planning Group's FMS Position: Q2 2026 in Review

Cornerstone Planning Group increased its Fresenius Medical Care (FMS) stake by 252% in Q2 2026, buying an estimated $1.86K and bringing the position to 116 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Cornerstone Planning Group first reported a position in FMS in Q3 2024 and has held it in 8 quarters since. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Cornerstone Planning Group held 116 shares of Fresenius Medical Care worth $2.82K as of Q2 2026.
Cornerstone Planning Group bought 83 Fresenius Medical Care shares in Q2 2026, an estimated $1.86K.
Fresenius Medical Care made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1230 holding.
Cornerstone Planning Group first reported a position in Fresenius Medical Care in Q3 2024 and has held it in 8 quarters since.
235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.