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Twin Peaks Wealth Advisors’s Fresenius Medical Care FMS Stock Holding History

Twin Peaks Wealth Advisors’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 		$6.61K Buy
+293
New +$6.73K ﹤0.01% 1272
2025
Q3 		– Sell
-148
Closed -$3.58K – 866
2025
Q2 		$3.58K Buy
+148
New +$3.97K ﹤0.01% 1448

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 $240B 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 $871B 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 $2.09B AUM 112.84% 1-Year Est. Return

Twin Peaks Wealth Advisors's FMS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Fresenius Medical Care (FMS) in Q1 2026: 293 shares worth $6.61K. The stake represents ﹤0.01% of the portfolio and ranks #1272 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FMS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FMS in Q2 2025 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold FMS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 293 shares of Fresenius Medical Care worth $6.61K as of Q1 2026.
  • Fresenius Medical Care was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Fresenius Medical Care made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1272 holding.
  • Twin Peaks Wealth Advisors first reported a position in Fresenius Medical Care in Q2 2025 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.