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LVW Advisors’s Fresenius Medical Care FMS Stock Holding History

LVW 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 		$240K Sell
10,627
-2,719
-20% -$61K 0.02% 399
2026
Q1 		$301K Buy
+13,346
New +$307K 0.03% 327

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

LVW Advisors's FMS Position: Q2 2026 in Review

LVW Advisors reduced its Fresenius Medical Care (FMS) stake by 20% in Q2 2026, selling an estimated $61K and leaving 10,627 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #399.

LVW Advisors first reported a position in FMS in Q1 2026 and has held it in 2 quarters since. The position peaked at $301K in Q1 2026. 77 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • LVW Advisors held 10,627 shares of Fresenius Medical Care worth $240K as of Q2 2026.
  • LVW Advisors sold 2,719 Fresenius Medical Care shares in Q2 2026, an estimated $61K.
  • Fresenius Medical Care made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #399 holding.
  • LVW Advisors first reported a position in Fresenius Medical Care in Q1 2026 and has held it in 2 quarters since.
  • LVW Advisors's Fresenius Medical Care position peaked at $301K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.