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	–	799
2025 Q3	$237	Buy	+9	New	+$231	﹤0.01%	757

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Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return