JFS Wealth Advisors’s Fresenius Medical Care FMS Stock Holding History

JFS Wealth 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 Q2	$1.79K	Hold	79	–	–	﹤0.01%	1646
2026 Q1	$1.78K	Sell	79 -109	-58%	-$2.5K	﹤0.01%	1539
2025 Q4	$4.48K	Hold	188	–	–	﹤0.01%	1281
2025 Q3	$4.95K	Hold	188	–	–	﹤0.01%	1120
2025 Q2	$5.37K	Hold	188	–	–	﹤0.01%	1059
2025 Q1	$4.68K	Hold	188	–	–	﹤0.01%	1150
2024 Q4	$4.26K	Buy	188 +25	+15%	+$543	﹤0.01%	1187
2024 Q3	$3.47K	Sell	163 -4	-2%	-$79	﹤0.01%	1251
2024 Q2	$3.19K	Hold	167	–	–	﹤0.01%	1246
2024 Q1	$3.22K	Sell	167 -3	-2%	-$59	﹤0.01%	1268
2023 Q4	$3.54K	Sell	170 -33	-16%	-$634	﹤0.01%	1197
2023 Q3	$4.37K	Sell	203 -5	-2%	-$121	﹤0.01%	1044
2023 Q2	$4.98K	Buy	208 +52	+33%	+$1.19K	﹤0.01%	1008
2023 Q1	$3.32K	Sell	156 -43	-22%	-$823	﹤0.01%	1156
2022 Q4	$3.25K	Sell	199 -58	-23%	-$860	﹤0.01%	1172
2022 Q3	$4K	Buy	257 +187	+267%	+$3.54K	﹤0.01%	1057
2022 Q2	$2K	Sell	70 -209	-75%	-$6.25K	﹤0.01%	1317
2022 Q1	$9K	Buy	279 +232	+494%	+$7.63K	﹤0.01%	820
2021 Q4	$2K	Buy	+47	New	+$1.55K	﹤0.01%	1076
2018 Q2	–	Sell	-101	Closed	-$5K	–	498
2018 Q1	$5K	Hold	101	–	–	﹤0.01%	418
2017 Q4	$5K	Buy	+101	New	+$5.02K	﹤0.01%	424

Other funds holding FMS

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return