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Planning Strategies’s Fresenius Medical Care FMS Stock Holding History

Planning Strategies’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 		$403 Buy
+18
New +$423 ﹤0.01% 975

Other funds holding FMS

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Planning Strategies's FMS Position: Q3 2026 in Review

Planning Strategies opened a new position in Fresenius Medical Care (FMS) in Q3 2026: 18 shares worth $403. The stake represents ﹤0.01% of the portfolio and ranks #975 among its holdings.

12 funds tracked by Wall St. Rank hold FMS as of Q3 2026.

  • Planning Strategies held 18 shares of Fresenius Medical Care worth $403 as of Q3 2026.
  • Fresenius Medical Care was a new Planning Strategies position in Q3 2026.
  • Fresenius Medical Care made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #975 holding.
  • 12 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.