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Retirement Wealth Solutions’s Fresenius Medical Care FMS Stock Holding History

Retirement Wealth Solutions’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 		$747 Sell
33
-45
-58% -$1.01K ﹤0.01% 695
2026
Q1 		$1.76K Buy
+78
New +$1.79K ﹤0.01% 532
2025
Q4 		– Sell
-9
Closed -$237 – 791
2025
Q3 		$237 Buy
+9
New +$231 ﹤0.01% 757

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

Retirement Wealth Solutions's FMS Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Fresenius Medical Care (FMS) stake by 58% in Q2 2026, selling an estimated $1.01K and leaving 33 shares worth $747. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Retirement Wealth Solutions first reported a position in FMS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.76K in Q1 2026. 233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Retirement Wealth Solutions held 33 shares of Fresenius Medical Care worth $747 as of Q2 2026.
  • Retirement Wealth Solutions sold 45 Fresenius Medical Care shares in Q2 2026, an estimated $1.01K.
  • Fresenius Medical Care made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #695 holding.
  • Retirement Wealth Solutions first reported a position in Fresenius Medical Care in Q3 2025 and has held it in 3 quarters since.
  • Retirement Wealth Solutions's Fresenius Medical Care position peaked at $1.76K in Q1 2026.
  • 233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.