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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
Q3 		$1.39K Buy
62
+29
+88% +$682 ﹤0.01% 675
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

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
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Retirement Wealth Solutions's FMS Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Fresenius Medical Care (FMS) stake by 88% in Q3 2026, buying an estimated $682 and bringing the position to 62 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Retirement Wealth Solutions first reported a position in FMS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.76K in Q1 2026. 12 funds tracked by Wall St. Rank hold FMS as of Q3 2026.

  • Retirement Wealth Solutions held 62 shares of Fresenius Medical Care worth $1.39K as of Q3 2026.
  • Retirement Wealth Solutions bought 29 Fresenius Medical Care shares in Q3 2026, an estimated $682.
  • Fresenius Medical Care made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #675 holding.
  • Retirement Wealth Solutions first reported a position in Fresenius Medical Care in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Fresenius Medical Care position peaked at $1.76K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.