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 Q3	$5.78K	Sell	258 -80	-24%	-$1.88K	﹤0.01%	1294
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	$1.84K	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

PCM

Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

True Wealth Design's FMS Position: Q3 2026 in Review

True Wealth Design reduced its Fresenius Medical Care (FMS) stake by 24% in Q3 2026, selling an estimated $1.88K and leaving 258 shares worth $5.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

True Wealth Design first reported a position in FMS in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.64K in Q2 2026. 26 funds tracked by Wall St. Rank hold FMS as of Q3 2026.

True Wealth Design held 258 shares of Fresenius Medical Care worth $5.78K as of Q3 2026.
True Wealth Design sold 80 Fresenius Medical Care shares in Q3 2026, an estimated $1.88K.
Fresenius Medical Care made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1294 holding.
True Wealth Design first reported a position in Fresenius Medical Care in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's Fresenius Medical Care position peaked at $7.64K in Q2 2026.
26 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.