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Farther Finance Advisors’s Fresenius Medical Care FMS Stock Holding History

Farther Finance Advisors’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 		$42.9K Buy
1,915
+538
+39% +$12.7K ﹤0.01% 3548
2026
Q2 		$31.1K Sell
1,377
-530
-28% -$11.9K ﹤0.01% 3632
2026
Q1 		$42.6K Buy
1,907
+927
+95% +$21.3K ﹤0.01% 3100
2025
Q4 		$23.4K Buy
980
+181
+23% +$4.5K ﹤0.01% 3339
2025
Q3 		$21K Buy
799
+31
+4% +$797 ﹤0.01% 3010
2025
Q2 		$22K Buy
768
+3
+0.4% +$81 ﹤0.01% 2622
2025
Q1 		$18.9K Sell
765
-9
-1% -$214 ﹤0.01% 2412
2024
Q4 		$17.5K Buy
774
+294
+61% +$6.38K ﹤0.01% 2141
2024
Q3 		$10.2K Buy
480
+224
+88% +$4.41K ﹤0.01% 2358
2024
Q2 		$4.91K Buy
256
+5
+2% +$102 ﹤0.01% 2408
2024
Q1 		$4.79K Sell
251
-36
-13% -$714 ﹤0.01% 2085
2023
Q4 		$5.98K Buy
287
+117
+69% +$2.25K ﹤0.01% 1871
2023
Q3 		$3.66K Buy
170
+166
+4,150% +$4.03K ﹤0.01% 1628
2023
Q2 		$96 Hold
4
– – ﹤0.01% 2428
2023
Q1 		$85 Hold
4
– – ﹤0.01% 2292
2022
Q4 		$65 Buy
+4
New +$59 ﹤0.01% 2149

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
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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 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

Farther Finance Advisors's FMS Position: Q3 2026 in Review

Farther Finance Advisors increased its Fresenius Medical Care (FMS) stake by 39% in Q3 2026, buying an estimated $12.7K and bringing the position to 1,915 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3548.

Farther Finance Advisors first reported a position in FMS in Q4 2022 and has held it in 16 quarters since. 12 funds tracked by Wall St. Rank hold FMS as of Q3 2026.

  • Farther Finance Advisors held 1,915 shares of Fresenius Medical Care worth $42.9K as of Q3 2026.
  • Farther Finance Advisors bought 538 Fresenius Medical Care shares in Q3 2026, an estimated $12.7K.
  • Fresenius Medical Care made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3548 holding.
  • Farther Finance Advisors first reported a position in Fresenius Medical Care in Q4 2022 and has held it in 16 quarters since.
  • 12 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.