TWD
FMS icon

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
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
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $1.89B AUM 112.84% 1-Year Est. Return