PWPS
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Pinnacle Wealth Planning Services’s Fresenius Medical Care FMS Stock Holding History

Pinnacle Wealth Planning Services’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 		$33.3K Buy
1,473
+536
+57% +$12K ﹤0.01% 1533
2026
Q1 		$21.1K Buy
937
+16
+2% +$368 ﹤0.01% 1667
2025
Q4 		$21.9K Buy
+921
New +$22.9K ﹤0.01% 1672
2021
Q1 		– Sell
-699
Closed -$29K – 931
2020
Q4 		$29K Buy
+699
New +$29.1K 0.01% 1010

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Pinnacle Wealth Planning Services's FMS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Fresenius Medical Care (FMS) stake by 57% in Q2 2026, buying an estimated $12K and bringing the position to 1,473 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Pinnacle Wealth Planning Services first reported a position in FMS in Q4 2020 and has held it in 4 quarters since. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,473 shares of Fresenius Medical Care worth $33.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 536 Fresenius Medical Care shares in Q2 2026, an estimated $12K.
  • Fresenius Medical Care made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1533 holding.
  • Pinnacle Wealth Planning Services first reported a position in Fresenius Medical Care in Q4 2020 and has held it in 4 quarters since.
  • 235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.