LF
FMS icon

LifeSteps Financial’s Fresenius Medical Care FMS Stock Holding History

LifeSteps Financial’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 		$4.52K Buy
+200
New +$4.49K ﹤0.01% 555

Other funds holding FMS

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SC
Searle & Co Greenwich, Connecticut $445M AUM 41.72% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

LifeSteps Financial's FMS Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Fresenius Medical Care (FMS) in Q2 2026: 200 shares worth $4.52K. The stake represents ﹤0.01% of the portfolio and ranks #555 among its holdings.

76 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • LifeSteps Financial held 200 shares of Fresenius Medical Care worth $4.52K as of Q2 2026.
  • Fresenius Medical Care was a new LifeSteps Financial position in Q2 2026.
  • Fresenius Medical Care made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #555 holding.
  • 76 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.