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Elevation Wealth Partners’s Fresenius Medical Care FMS Stock Holding History

Elevation Wealth Partners’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 		$5.8K Hold
259
– – ﹤0.01% 1071
2026
Q2 		$5.86K Buy
+259
New +$5.81K ﹤0.01% 976

Other funds holding FMS

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Elevation Wealth Partners's FMS Position: Q3 2026 in Review

Elevation Wealth Partners held its Fresenius Medical Care (FMS) position steady in Q3 2026 at 259 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Elevation Wealth Partners first reported a position in FMS in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.86K in Q2 2026. 12 funds tracked by Wall St. Rank hold FMS as of Q3 2026.

  • Elevation Wealth Partners held 259 shares of Fresenius Medical Care worth $5.8K as of Q3 2026.
  • Elevation Wealth Partners left its Fresenius Medical Care share count unchanged in Q3 2026.
  • Fresenius Medical Care made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1071 holding.
  • Elevation Wealth Partners first reported a position in Fresenius Medical Care in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's Fresenius Medical Care position peaked at $5.86K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.