Cornerstone Planning Group
FMS icon

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
Q3 		– Sell
-116
Closed -$2.82K – 713
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

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Crossmark Global Holdings
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Quadrant Capital Group
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Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Ping Capital Management
Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Cornerstone Planning Group's FMS Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Fresenius Medical Care (FMS) in Q3 2026, closing a stake of 116 shares — an estimated $2.82K sold.

Cornerstone Planning Group first reported a position in FMS in Q3 2024 and held it in 8 quarters. The position peaked at $2.82K in Q2 2026. 51 funds tracked by Wall St. Rank hold FMS as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Fresenius Medical Care position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 116 Fresenius Medical Care shares in Q3 2026, an estimated $2.82K.
  • Cornerstone Planning Group first reported a position in Fresenius Medical Care in Q3 2024 and held it in 8 quarters.
  • Cornerstone Planning Group's Fresenius Medical Care position peaked at $2.82K in Q2 2026.
  • 51 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.