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

Physician 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	$1.67K	Hold	74	–	–	﹤0.01%	1577
2026 Q1	$1.67K	Sell	74 -42	-36%	-$965	﹤0.01%	1429
2025 Q4	$2.76K	Sell	116 -78	-40%	-$1.94K	﹤0.01%	1160
2025 Q3	$5.11K	Hold	194	–	–	﹤0.01%	919
2025 Q2	$5.54K	Sell	194 -38	-16%	-$1.02K	﹤0.01%	767
2025 Q1	$5.78K	Hold	232	–	–	﹤0.01%	714
2024 Q4	$5.25K	Buy	+232	New	+$5.04K	﹤0.01%	730

Other funds holding FMS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

NIA

NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Physician Wealth Advisors's FMS Position: Q2 2026 in Review

Physician Wealth Advisors held its Fresenius Medical Care (FMS) position steady in Q2 2026 at 74 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Physician Wealth Advisors first reported a position in FMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.78K in Q1 2025. 85 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Physician Wealth Advisors held 74 shares of Fresenius Medical Care worth $1.67K as of Q2 2026.
Physician Wealth Advisors left its Fresenius Medical Care share count unchanged in Q2 2026.
Fresenius Medical Care made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1577 holding.
Physician Wealth Advisors first reported a position in Fresenius Medical Care in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Fresenius Medical Care position peaked at $5.78K in Q1 2025.
85 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.