Physician Wealth Advisors
FMS icon

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
Q3 		$1.66K Hold
74
– – ﹤0.01% 1671
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

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
NIA Impact Advisors
NIA Impact Advisors Berkeley, California $232M AUM 31.81% 1-Year Est. Return

Physician Wealth Advisors's FMS Position: Q3 2026 in Review

Physician Wealth Advisors held its Fresenius Medical Care (FMS) position steady in Q3 2026 at 74 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

Physician Wealth Advisors first reported a position in FMS in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.78K in Q1 2025. 136 funds tracked by Wall St. Rank hold FMS as of Q3 2026.

  • Physician Wealth Advisors held 74 shares of Fresenius Medical Care worth $1.66K as of Q3 2026.
  • Physician Wealth Advisors left its Fresenius Medical Care share count unchanged in Q3 2026.
  • Fresenius Medical Care made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1671 holding.
  • Physician Wealth Advisors first reported a position in Fresenius Medical Care in Q4 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's Fresenius Medical Care position peaked at $5.78K in Q1 2025.
  • 136 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.