Creative Financial Designs’s Fresenius Medical Care FMS Stock Holding History

Creative Financial Designs’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	$1.85K	Buy	82 +20	+32%	+$449	﹤0.01%	1918
2026 Q1	$1.4K	Buy	62 +46	+288%	+$1.06K	﹤0.01%	1832
2025 Q4	$381	Sell	16 -50	-76%	-$1.24K	﹤0.01%	1933
2025 Q3	$1.73K	Buy	66 +38	+136%	+$977	﹤0.01%	1719
2025 Q2	$787	Sell	28 -36	-56%	-$966	﹤0.01%	1831
2025 Q1	$1.59K	Buy	+64	New	+$1.52K	﹤0.01%	1707
2023 Q1	–	Sell	-3,960	Closed	-$64.7K	–	1418
2022 Q4	$64.7K	Hold	3,960	–	–	0.01%	525
2022 Q3	$56K	Hold	3,960	–	–	0.01%	532
2022 Q2	$99K	Buy	3,960 +1,960	+98%	+$58.6K	0.02%	443
2022 Q1	$67K	Buy	+2,000	New	+$65.8K	0.01%	498

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

Creative Financial Designs's FMS Position: Q2 2026 in Review

Creative Financial Designs increased its Fresenius Medical Care (FMS) stake by 32% in Q2 2026, buying an estimated $449 and bringing the position to 82 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

Creative Financial Designs first reported a position in FMS in Q1 2022 and has held it in 10 quarters since. The position peaked at $99K in Q2 2022. 233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Creative Financial Designs held 82 shares of Fresenius Medical Care worth $1.85K as of Q2 2026.
Creative Financial Designs bought 20 Fresenius Medical Care shares in Q2 2026, an estimated $449.
Fresenius Medical Care made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1918 holding.
Creative Financial Designs first reported a position in Fresenius Medical Care in Q1 2022 and has held it in 10 quarters since.
Creative Financial Designs's Fresenius Medical Care position peaked at $99K in Q2 2022.
233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.