True Wealth Design’s Fresenius Medical Care FMS Stock Holding History

True Wealth Design’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	$7.64K	Buy	338 +139	+70%	+$3.12K	﹤0.01%	1170
2026 Q1	$4.49K	Buy	199 +122	+158%	+$2.8K	﹤0.01%	1245
2025 Q4	$1.83K	Sell	77 -123	-62%	-$3.06K	﹤0.01%	1483
2025 Q3	$5.27K	Buy	200 +165	+471%	+$4.24K	﹤0.01%	1068
2025 Q2	$1K	Hold	35	–	–	﹤0.01%	1464
2025 Q1	$872	Hold	35	–	–	﹤0.01%	1317
2024 Q4	$793	Buy	35 +8	+30%	+$174	﹤0.01%	996
2024 Q3	$576	Hold	27	–	–	﹤0.01%	1076
2024 Q2	$516	Buy	27 +3	+13%	+$61	﹤0.01%	651
2024 Q1	$463	Buy	24 +12	+100%	+$238	﹤0.01%	641
2023 Q4	$250	Hold	12	–	–	﹤0.01%	643
2023 Q3	$259	Hold	12	–	–	﹤0.01%	595
2023 Q2	$288	Hold	12	–	–	﹤0.01%	591
2023 Q1	$256	Hold	12	–	–	﹤0.01%	683
2022 Q4	$196	Buy	+12	New	+$178	﹤0.01%	665

Other funds holding FMS

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

True Wealth Design's FMS Position: Q2 2026 in Review

True Wealth Design increased its Fresenius Medical Care (FMS) stake by 70% in Q2 2026, buying an estimated $3.12K and bringing the position to 338 shares worth $7.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

True Wealth Design first reported a position in FMS in Q4 2022 and has held it in 15 quarters since. 233 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

True Wealth Design held 338 shares of Fresenius Medical Care worth $7.64K as of Q2 2026.
True Wealth Design bought 139 Fresenius Medical Care shares in Q2 2026, an estimated $3.12K.
Fresenius Medical Care made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1170 holding.
True Wealth Design first reported a position in Fresenius Medical Care in Q4 2022 and has held it in 15 quarters since.
233 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.